A complete list of active advisors currently associated with Limber Capital LLC

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

Limber Capital LLC provides discretionary portfolio management to individual clients and generally requires a $300,000 minimum account size. The firm focuses on managing equities, fixed‑income securities and ETFs on behalf of roughly ten clients, and it does not take custody of client assets, instead asking clients to use third‑party custodians. The advisor pursues a proprietary, value‑oriented investment approach and tailors portfolios to client objectives, timelines and risk tolerances, with at least annual communication and more frequent contact as requested. Portfolios are implemented using listed equities, bonds, ETFs, short‑term instruments and, at times, LEAPS (long‑term options), while the firm does not employ leverage and excludes mutual funds, commodities and margin trading from its managed strategies. What is distinctive relative to many peers is the use of option-based instruments (LEAPS) in separately managed accounts, an approach that is uncommon among independent advisory firms. The practice is run as a solo advisor model with about $11,493,709 in discretionary assets under management, resulting in a small, concentrated client base and a highly discretionary, individualized service model.

To learn more about the advisors currently working at Limber Capital 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.