A complete list of active advisors currently associated with Muse Capital Management LLC

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

Muse Capital Management LLC provides discretionary investment management, financial planning and consulting to a small roster of individuals, high‑net‑worth clients, trusts, estates, corporations and pooled investment vehicles. The firm operates both separately managed accounts and private funds, with fund investments governed by Offering Documents and suitability checks for accredited and qualified investors. The firm’s investment process emphasizes diversified portfolios across ETFs, single equities and fixed income while integrating a derivatives overlay—including covered calls, call spreads, puts and put spreads—to manage risk and generate income. Muse Capital employs a mix of fundamental, technical, charting and cyclical analysis and implements portfolios on a discretionary basis consistent with client objectives and stated investment restrictions. What is distinctive about Muse Capital compared with many peer solo advisers is its role as a sponsor and adviser to private pooled vehicles and its use of performance‑based fees for qualified clients; the brochure describes performance fee mechanics (including a high‑water mark) and the Funds’ redemption and disclosure procedures. The firm’s combination of a small client base and modestly large assets under management, direct fund sponsorship (with potential side‑letter arrangements and related conflicts), and the formal audit and custodial arrangements for the Funds are notable features highlighted in the firm’s ADV.

To learn more about the advisors currently working at Muse Capital Management 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.