A complete list of active advisors currently associated with One Across Capital, LLC

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

One Across Capital serves individual and high‑net‑worth clients and manages roughly $6.0 million across 13 client accounts. The firm provides discretionary investment management, constructing individualized portfolios and offering ongoing monitoring as well as specialized long/short equity accounts. Investment decisions are informed by charting, fundamental, technical, and cyclical analysis and implemented through strategies that include long‑ and short‑term trading, short sales, margin transactions, and options writing. The firm manages all client assets in‑house, requests limited trading discretion, and tailors implementation to each client’s goals, time horizon, and risk tolerance. Noteworthy aspects include a stated absence of an account minimum and the use of complex strategies (long/short, margin, options) at a small, single‑advisor scale. The firm requires clients to use its recommended custodian (and discloses receipt of research/soft‑dollar benefits) and does not permit client‑imposed investment restrictions based on values or beliefs, which differs from many peers.

To learn more about the advisors currently working at One Across 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.

Name
Location
Years of experience
David Marks profile photo David Marks
Maplewood, NJ
14
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