A complete list of active advisors currently associated with NCT Advisors

Warmer can help you find a great advisor at NCT Advisors or one who fits your needs even better.

NCT Advisors provides discretionary investment management to individuals, high-net-worth clients, and institutional accounts including retirement plans, trusts, foundations, and private corporations, generally investing in domestic and international stocks, bonds, mutual funds, and ETFs. As of June 30, 2025 the firm reported roughly $486,983 in assets under management across nine client accounts and charges asset‑based advisory fees. The firm follows a long-term, risk‑adjusted approach that emphasizes fundamental analysis of financial statements, management, and competitive position, while also incorporating technical analysis and cyclical and macroeconomic factors. Portfolios are constructed with sensitivity to turnover, transaction costs, and tax implications, and are reviewed periodically with ongoing discretionary management and quarterly account supervision. For qualified clients, NCT Advisors may accept performance‑based compensation calculated as 25% of realized and unrealized gains subject to a 5% annual hurdle rate and high‑water marks, a fee arrangement that is uncommon among independent advisers and which the firm mitigates through trading guidelines and allocation policies. The firm’s principal is a licensed CPA with prior compliance‑testing experience at a large bank, a background that is reflected in its written compliance program, code of ethics, and internal oversight practices.

To learn more about the advisors currently working at NCT Advisors, 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.