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

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

Momentum Capital Management is a fee‑only registered investment adviser that offers ongoing wealth management and one‑time, project‑based financial planning services to individuals, trusts, and business clients. The firm was newly registered in March 2026 and the ADV discloses that it currently reports no assets under management and no active client accounts. The firm’s investment approach is portfolio construction driven by asset allocation and Modern Portfolio Theory, using a mix of fundamental, technical, cyclical, and charting analysis and a combination of passive and active strategies. Portfolios may include options and derivatives and, on a limited tactical basis where suitable for the client, leveraged ETFs and cryptocurrency‑related ETFs; the firm accepts discretionary authority and tailors recommendations to client objectives and constraints. Momentum is distinctive among peers for its very recent registration and small operational footprint: it operates under a single principal owner with a small advisory team while reporting no client assets, and it discloses non‑advisory outside business activities for its personnel that are conducted separately from client work. The firm also emphasizes use of an institutional custody platform and offers both ongoing wealth management and standalone planning engagements, which it positions as separate service tracks.

To learn more about the advisors currently working at Momentum 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.