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

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

Masterpiece Capital provides discretionary asset management and financial planning to individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm manages approximately $125 million across a concentrated client base of about 25 households and also offers access to third‑party manager programs and model-based solutions through SEI’s Managed Account Solutions. The firm’s investment approach blends fundamental and technical analysis and applies a wide set of strategies — including individual equities, ETFs, fixed income, alternatives, private equity, interval funds, and options — with ongoing monitoring and periodic rebalancing. Implementation may include direct portfolio management, use of third‑party managers, and execution on the SEI Wealth Platform, which provides consolidated reporting and automated rebalancing for eligible accounts. Distinctive features include a very small advisor team overseeing relatively large assets per client and an ownership structure in which Masterpiece Capital Legacy, LLC holds an 85% interest while two passive owners each hold 7.5%. The brochure also discloses that the firm absorbs certain SEI platform fees for clients, that some representatives are licensed insurance agents and affiliated with a separate business consulting entity, and that the firm may employ margin and complex or illiquid investments — all items noted as potential conflicts or uncommon arrangements relative to typical peers.

To learn more about the advisors currently working at Masterpiece 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.