A complete list of active advisors currently associated with Landcasted Capital Management LLC

Warmer can help you find a great advisor at Landcasted Capital Management LLC or one who fits your needs even better.

Landcasted Capital Management serves individual and high‑net‑worth clients as well as institutional clients and other registered investment advisers, combining ongoing portfolio management with financial planning and sub‑advisory/institutional advisory services. The firm describes itself as a social‑impact investment manager focused on long‑term sustainability and continuity in family wealth, and it prepares an Investment Policy Statement for each client to document objectives and risk tolerances. The firm uses a mix of cyclical, fundamental, quantitative and technical analysis to implement several distinct strategies, including a focused US equity sleeve of 20–30 names, multi‑strategy model ETF portfolios, and customized Structured Protection Strategies built with options. Landcasted’s materials emphasize options‑based risk management, occasional crypto exposure via exchange‑traded products, and an ability to manage accounts either discretionary or non‑discretionary, with client restrictions accommodated through IPS documents. What stands out relative to many solo independent advisers is Landcasted’s explicit institutional and advisor‑to‑advisor role: it offers succession, continuity, model delivery and sub‑advisory services to other RIAs and may provide operational support around model implementation. Although the firm requests discretionary authority in engagement documents, its Form ADV reports that all assets under management were non‑discretionary as of December 2025, and it also documents use of option‑based derivatives and structured option solutions that are less common among peers.

To learn more about the advisors currently working at Landcasted Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Jonathan Held profile photo Jonathan Held
Waconia, MN
8
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