A complete list of active advisors currently associated with Pashadre Capital Management, Inc.

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

The firm serves individuals, corporations, non-profit organizations, retirement plans, trusts and small businesses, offering discretionary portfolio management and investment advisory services. Portfolios are tailored to clients’ objectives, risk tolerances and time horizons, and the firm does not impose a firmwide account minimum. Its investment approach is eclectic, integrating fundamental, technical and behavioral analysis and employing diversification across cash, equities, fixed income, ETFs, REITs and ADRs with international exposure. The firm subscribes to multiple third‑party research sources and emphasizes balancing loss mitigation with opportunistic positioning, applying behavioral insights informed by the sole investment professional’s prior training in counseling and forensic behavioral analysis. Distinctive features include operation as a single‑advisor independent firm with no third‑party affiliations, no soft‑dollar arrangements and no performance‑based fees; the firm does not custody client assets (custody is maintained at major custodians such as Charles Schwab). It manages approximately $83.7 million for about 114 clients and generally exercises discretionary authority for the majority of accounts while retaining a small number of long‑standing non‑discretionary relationships.

To learn more about the advisors currently working at Pashadre Capital Management, Inc., 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.