A complete list of active advisors currently associated with North Manor Capital

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

The firm is a newly formed, state-registered investment adviser that provides discretionary investment management to individuals and small businesses and also offers comprehensive financial planning. It additionally offers accounting and bookkeeping services alongside its advisory offerings and, in its initial Form ADV filing, reports no assets under management and no registered advisory personnel. Investment programs are governed by a written Investment Policy Statement tailored to each client, and the firm implements three primary strategy tiers: diversified passive portfolios, a core‑and‑satellite approach that can include individual equities and options, and goal‑specific tactical active management for defined time horizons. Portfolio construction draws on top‑down, bottom‑up, and momentum analysis, and the firm accepts discretionary authority while using leverage‑sensitive instruments (leveraged/inverse ETFs, ETNs) and options only with enhanced suitability review. Distinctive aspects include the firm’s direct provision of accounting and bookkeeping services alongside advisory work — an uncommon combination for a firm with no active registered advisors — and the use of fixed, small quarterly planning fees for lower‑balance clients rather than exclusively percentage‑based billing. The brochure also notes the firm does not act as a private fund adviser and that bookkeeping presently represents a larger share of its professional activity during the practice’s initial development, which is atypical for newly registered advisory practices focused on portfolio management.

To learn more about the advisors currently working at North Manor Capital, 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.