Reno, NV Office

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.