A complete list of active advisors currently associated with Light Capital Management LLC
Warmer can help you find a great advisor at Light Capital Management LLC or one who fits your needs even better.
Light Capital Management provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, documenting goals and constraints in an Investment Policy Statement. The firm manages both discretionary and non‑discretionary accounts and conducts regular portfolio monitoring and periodic reviews. The firm’s investment process combines charting, fundamental, quantitative, and technical analysis to inform asset allocation and security selection, and it typically seeks discretionary authority to implement trades. Investment strategies described in the brochure include long‑ and short‑term trading as well as short sales, margin transactions, and options trading, with monitoring and risk disclosures provided to clients. Compared with many peers, Light Capital accepts performance‑based fees for qualified clients using a high‑water‑mark approach and also makes alternative investments and private placements available to qualified investors. The firm discloses use of leverage and derivatives in client accounts, aggregates trades across clients, and requires custody through a single institutional custodian, operational choices it says it manages to address related conflicts.
To learn more about the advisors currently working at Light 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 |
|---|---|---|
Colleyville, TX
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)