A complete list of active advisors currently associated with Pelleton Capital Management, Ltd.

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

Pelleton Capital Management provides personalized investment management and confidential financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. In addition to discretionary portfolio management, the firm is licensed to sell life and health insurance and may offer commission-based annuities, life, and long-term care insurance when deemed appropriate, with an Insurance Acknowledgment used to document those arrangements. The firm’s investment approach centers on passively managed index funds and exchange-traded funds as core holdings, augmented by a relative-strength, risk-aware tactical overlay and global diversification to manage downside risk. Advice is delivered on an ongoing discretionary basis and can be implemented through a variety of engagement types, including hourly work, comprehensive financial plans, or a set-up plus monthly subscription option. Distinctive aspects include the firm’s active role as an insurance broker (an activity the brochure notes consumes less than 30% of its time) together with the presentation of periodic educational workshops for clients and prospects. Other noteworthy details are negotiable fee arrangements spanning percentage-of-AUM, hourly, and subscription models, no stated account minimums, and management of roughly $12 million across a small number of client households, which supports more individualized attention and periodic reviews.

To learn more about the advisors currently working at Pelleton Capital Management, Ltd., 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
Charles Scott	Scottsdale, AZ	27

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