A complete list of active advisors currently associated with Peddock Capital Advisors, LLC

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

Peddock Capital Advisors is a registered investment adviser that serves individuals and high‑net‑worth clients, as well as trusts, estates, charitable organizations, businesses and retirement plans, providing wealth management, discretionary and non‑discretionary portfolio management, retirement‑plan advisory, and consulting services. The firm manages roughly $836 million in client assets across about 170 client relationships and includes family‑office bill‑pay services as part of its wealth management offerings. The firm’s investment process blends fundamental and technical analysis with a primarily long‑term orientation, while using tactical reallocations when relative valuations move outside preset thresholds; portfolios are constructed from individual stocks and bonds, mutual funds, ETFs and a dedicated “Global Macro” sleeve of liquid ETFs to express top‑down views. Fixed‑income decisions explicitly consider clients’ tax status and cash‑flow timing, and the investment team uses third‑party research tools to support security selection while generally acting in a discretionary fiduciary capacity. Notably, the firm is affiliated with an in‑house tax and accounting practice that is owned by the firm and a member of its management team, a relationship the brochure discloses as a potential conflict of interest and which is billed separately from advisory fees. The firm also accepts limited custody roles when serving as trustee or providing family‑office bill‑pay services (subject to annual surprise independent examination) and combines CFP, CFA and legal/tax expertise on its team, features that are less common among peer teams of similar size.

To learn more about the advisors currently working at Peddock Capital Advisors, 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.