A complete list of active advisors currently associated with Mindful Capital Management

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

Mindful Capital Management provides fee-only investment advisory services to individuals, families, qualified retirement plan sponsors, nonprofit organizations, and endowments. The firm offers discretionary and non-discretionary portfolio management, financial planning and consulting, manager selection, and ERISA fiduciary services for retirement plans. The firm’s investment process combines fundamental and quantitative analysis with modern portfolio theory, employing long-term buy-and-hold, core-satellite, and tax-aware strategies to build diversified portfolios. For accredited and institutional clients the firm may implement specialized, alpha-seeking strategies — including the use of derivatives in separately managed accounts, options, micro-cap equities, and distressed-debt opportunities — when appropriate to client objectives and suitability. Noteworthy for a firm of its size, Mindful Capital Management publishes investment periodicals and conducts educational seminars and workshops to provide market commentary and financial education to clients and plan sponsors. The firm’s principal also draws on hands-on small-business ownership and direct real estate investing experience when advising business-owner clients and evaluating real-asset allocations.

To learn more about the advisors currently working at Mindful Capital 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
Elias Mc Quade III	Decatur, GA	10

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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.

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