A complete list of active advisors currently associated with Lowercase Capital, LLC
Warmer can help you find a great advisor at Lowercase Capital, LLC or one who fits your needs even better.
Lowercase Capital, LLC offers investment advisory and portfolio management services to individuals, high‑net‑worth individuals, and businesses in Texas, and provides investment and financial literacy training. The firm also publishes a weekly newsletter with free and paid portions that shares technical‑analysis system output and commentary on system performance. The adviser employs a hybrid process using fundamental analysis to identify candidate securities and technical analysis to time entries, and it runs defined equity income and equity value strategies benchmarked to SPYD and SPYV. Accounts may be managed on a discretionary or non‑discretionary basis and the brochure notes strategy reviews occur periodically, with the named strategies reviewed at least quarterly. A distinctive feature for a solo independent adviser is the public newsletter that discloses samples of the technical system output and commentary on system performance, and the firm discloses that managed accounts may contain securities mentioned in the newsletter. The brochure also discloses a prior disciplinary proceeding involving the firm’s principal during military service and documents steps to mitigate conflicts when personal trading overlaps with newsletter strategies.
To learn more about the advisors currently working at Lowercase 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.
Name |
Location |
Years of experience |
|---|---|---|
Grand Prairie, TX
| 7
|
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