A complete list of active advisors currently associated with LHA Capital Partners

Warmer can help you find a great advisor at LHA Capital Partners or one who fits your needs even better.

LHA Capital Partners provides discretionary portfolio management and financial consulting to individual clients, including both non‑high‑net‑worth and high‑net‑worth investors. The firm also offers a consultative portfolio monitoring service that it provides complimentary to managed clients. The adviser typically manages accounts under discretionary authority and may allocate client assets to firm‑developed model portfolios that span conservative to aggressive risk profiles, employing methods such as technical and fundamental analysis and principles of modern portfolio theory; it may use both long‑ and short‑term holdings and occasional frequent trading when deemed suitable. Investment advice covers a broad set of instruments (equities, mutual funds, ETFs, CDs, commercial paper, and options), and the firm states that tax efficiency is not a primary objective unless agreed in writing. As a single‑advisor practice with roughly $56.8 million in discretionary assets across 29 clients, the firm has a relatively high assets‑per‑client profile and requires clients to direct brokerage to Charles Schwab, noting an institutional Schwab relationship negotiated on a $250 million custody commitment—an operational detail uncommon for firms of this size. The brochure also discloses that the firm’s principal occasionally participates in private placement real estate investments alongside clients (only offered to accredited investors) and that the firm does not vote client proxies or provide separate written reporting beyond custodian statements.

To learn more about the advisors currently working at LHA Capital Partners, 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.