Masdevallia LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Masdevallia provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and business entities, building an investment policy statement tailored to each client's goals, risk tolerance, and time horizon. The firm also evaluates life and long-term-care insurance needs as part of planning and sells life insurance products, with any commissions disclosed to clients.
The adviser generally favors index funds for clarity and liquidity and uses a mix of modern portfolio theory, fundamental, cyclical, and charting analysis to set asset allocation and select investments. In addition to long- and short-term equity strategies, the firm employs options strategies (covered, cash‑secured, and spreads) for specific client objectives and hedging, and may trade options in managed client accounts.
Distinctive features of this small practice include managing a modest asset base for a limited number of clients while combining registered insurance activity with investment advisory services — a combination that is uncommon among peers. The firm manages all assets internally, requires use of a specific custodian for execution, provides regular custodian statements and quarterly reviews, and discloses potential conflicts such as insurance commissions and personal trading.
Client services
Expertise
Fee options
0.75% annually
Insurance product commissions paid by insurance companies, typically 50-105% of first year’s premiums, no fees charged to clients
Account minimum: $50,000
Main office
Youngstown OH
Advisors at this office
1
Most active in
Ohio · Washington
Also doing business as
Masdevallia · Masdevallia Finance · Masdevallia Financial Advisor Services · Masdevallia Financial Advisors · Masdevallia Financial Services · Masdevallia LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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”)