A complete list of active advisors currently associated with Old School Capital LLC

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

Old School Capital serves individual investors alongside a limited roster of institutional clients, including banking or thrift institutions, pension and profit‑sharing plans, charitable organizations, and private businesses. The firm provides non‑discretionary portfolio management, financial planning, pension consulting (including preparation of investment policy statements and selection/monitoring of plan investments), and selection and monitoring of third‑party money managers. The firm employs fundamental, quantitative and qualitative analysis with an emphasis on asset allocation, manager selection and a broad menu of securities and alternative investments consistent with client objectives. Accounts are overseen on a non‑discretionary basis with quarterly reviews and rebalancing as appropriate, and pension clients may receive IPS‑driven monitoring and participant educational workshops. Distinctive features include an affiliation with an active accounting practice—the firm’s principal is a licensed CPA who provides separate accounting services and reciprocal referrals—and the retention of an independent third‑party account administrator that supports back‑office services and sponsors educational seminars and certain mutual funds the firm may recommend. The combination of a single‑advisor practice with a small client base (23 clients) but a large reported Assets Under Advisement ($4,810,114,628 as of December 31, 2025) and an uncommon focus on institutional and pension clients sets the firm apart from many independent peers.

To learn more about the advisors currently working at Old School Capital 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.