A complete list of active advisors currently associated with Marcellus Capital Management, LLC

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

Marcellus Capital Management provides financial planning and discretionary investment management to individual and high‑net‑worth clients, advising on investments, retirement, insurance, tax strategies, education planning, and estates. Accounts are managed using a mix of individual equities, investment‑grade corporate bonds, exchange‑traded funds, and mutual funds, with ongoing monitoring and client communication by the firm. The firm’s investment process emphasizes fundamental analysis of companies and due diligence on pooled vehicles, and portfolios are constructed to reflect each client’s goals and risk tolerance with periodic reviews and rebalancing. Clients may be billed under a traditional asset‑based management arrangement or under a performance‑based compensation option that operates with a high‑water‑mark and annual hurdle, a structure that affects incentive alignment. Distinctive features include the firm’s offering of performance‑based fees, a relatively uncommon practice among independent advisers, and the principal’s stated alignment of interests through substantial personal investment in similar holdings as clients. The firm also generally requires custody at Interactive Brokers and discloses the receipt of broker‑provided research and services, factors that may be relevant when evaluating execution and ancillary benefits.

To learn more about the advisors currently working at Marcellus 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.