A complete list of active advisors currently associated with Locke Asset Management

Warmer can help you find a great advisor at Locke Asset Management or one who fits your needs even better.

Locke Asset Management serves individuals, trusts and small businesses, working with both high-net-worth and non-high-net-worth clients to provide discretionary portfolio management alongside personal financial planning and tax preparation services. The firm operates as a fee-only registered investment adviser and emphasizes building written investment policy statements tailored to each client. The firm manages its clients’ assets using diversified portfolios of stocks, mutual funds and ETFs and applies both fundamental and technical analysis when selecting individual securities. Clients are grouped into one of five risk profiles, receive at least quarterly portfolio reviews, and portfolio transitions are often phased over multiple quarters to address market and tax considerations. Distinctive features include its solo-practitioner structure—run by a single owner/advisor with CPA/PFS and CFP credentials and prior CFO-level experience—which supports deeper integration of tax and planning into investment decisions. The firm also offers tax preparation and planning for individuals and small businesses as part of its service mix, uses a preferred custodian platform that provides research and operational efficiencies, and leaves proxy voting with clients rather than voting on their behalf.

To learn more about the advisors currently working at Locke Asset Management, 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
Arthur Locke III	Great Falls, VA	9

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