A complete list of active advisors currently associated with PeZzi Private Capital

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

Pezzi Private Capital provides investment advisory services to individuals, high‑net‑worth clients, and corporations or business entities, offering ongoing portfolio management alongside standalone financial planning. The firm prepares written Investment Policy Statements for clients and may request discretionary authority to implement portfolio recommendations. The firm combines fundamental analysis and modern portfolio theory with a long‑term trading orientation, primarily recommending equities and ETFs while also using fixed income, real estate funds, and private placements as appropriate. Financial planning is offered as a discrete deliverable and is compensated through both fixed‑fee and hourly arrangements rather than exclusively by asset‑based fees, and clients are required to custody assets through a specified custodian. Notable differences from peers in the same regulatory category include the firm’s explicit use of both fixed and hourly planning fees and its stated practice of managing both individual and business/institutional accounts, which are statistically uncommon features. The firm also does not serve as a private fund adviser, documents policies to allocate limited investment opportunities equitably, does not aggregate trades across client accounts, and the principal owner devotes material time to non‑investment business activities.

To learn more about the advisors currently working at PeZzi Private 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.