A complete list of active advisors currently associated with Lava Creek Capital Management, LLC

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

Lava Creek Capital Management provides discretionary asset management to individuals (including high‑net‑worth clients), trusts, retirement plans, donor‑advised funds and corporate entities, primarily through separately managed accounts. The firm manages roughly $75 million for about 50 clients and conducts regular portfolio supervision with at least quarterly reviews and rebalancing. The firm follows an active mid‑cap value approach that combines quantitative screening with fundamental and technical analysis, security selection, and portfolio construction. Portfolios are relatively concentrated—new positions are often sized 3–5% and holdings typically range 2–10%—with historically low turnover (about 20–35%) and an expected investment horizon of roughly three to five years; the firm also pursues select event‑driven situations such as restructurings and spin‑offs. What distinguishes the firm from many peers is its use of options and other derivatives within separately managed accounts, implemented for hedging and tactical exposure as part of its investment toolkit. The firm emphasizes a focused, research‑driven selection process for underpriced mid‑cap opportunities and integrates conservative cash management into portfolio oversight.

To learn more about the advisors currently working at Lava Creek 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.