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 wealth management and project-based financial planning for individuals, trusts, and business clients. The firm provides discretionary portfolio management and may recommend non-traded registered investments, non-listed private credit, private equity, REITs and other private investments where appropriate. The firm’s investment process combines modern portfolio theory with fundamental, technical and cyclical analysis and uses both passive and active vehicles; it may employ options, leveraged ETFs and cryptocurrency-related ETFs on a tactical basis when aligned with a client’s objectives. Private and non-traded investments are evaluated on sponsor track record, fee structure, liquidity and valuation methodology, and are only recommended to clients who meet applicable accredited/qualified purchaser standards and state suitability requirements. Momentum Capital Management is a small, recently registered adviser operating with a two-person advisory team and reported no assets under management at the time of registration, a profile that distinguishes it from larger peers. The firm delivers one-time project planning engagements in addition to ongoing management, does not accept commission-based compensation, and uses an institutional custodian platform with block-trading practices to execute client trades.

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.

You can also browse Momentum Capital Management's office locations.

Name	Location	Years of experience
Creg Shaffer	Reno, NV	15
Curtis Shaffer	Lehi, UT	0

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