A complete list of active advisors currently associated with Liberty Capital

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

Liberty Capital offers non-discretionary portfolio management through its Advisory Account service to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing accounts through a clearing firm. The advisory program was established in 2009 and, per the brochure, the firm managed $84,495,544 on a non-discretionary basis across advisory accounts as of year-end 2025. Advisors at the firm provide recommendations and require client approval for transactions rather than exercising discretionary trading authority; advice may include market-timing moves and reallocation between equities, debt instruments, or cash. The firm combines fundamental, cyclical, and technical analysis and uses strategies that include long- and short-term purchases, short-term trading, margin, short sales, and option writing, and it may invest in leveraged and inverse ETFs. Liberty Capital is also a registered broker-dealer, municipal securities dealer and government securities dealer, and conducts advisory services as an affiliated broker-dealer — a structure that is uncommon among similarly sized team firms. The firm’s mix of brokerage activity, fee-based advisory accounts run through a clearing broker (with certain clearing sweep arrangements), CFP-designated advisors, and availability of insurance-licensed representatives distinguishes its service model from many peers that operate purely as independent RIA teams.

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

You can also browse Liberty Capital's office locations.