A complete list of active advisors currently associated with Pelorus Capital Management, LLC

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

Pelorus Capital Management, LLC is a newly registered investment adviser that intends to serve individuals, high‑net‑worth clients, trusts, businesses and participant‑directed retirement plans with investment management, financial planning and retirement plan consulting. As an initial SEC filing the firm reports no regulatory assets under management and has not yet established active advisory personnel or client relationships. The firm describes a personalized, discovery‑based process and provides discretionary portfolio management for individual accounts and non‑discretionary advisory services for retirement plans, including acting as an ERISA 3(21) fiduciary. Portfolios are constructed using a mix of active and passive strategies across equities, ETFs and mutual funds, and PCM may allocate portions of client assets to third‑party Independent Managers and implement solutions through wrap‑fee and custodial programs. Pelorus exhibits several features that are uncommon for a firm at initial registration: supervised persons are licensed insurance agents who may receive commissions for fixed insurance products, the firm sponsors a wrap‑fee program, and it offers standalone fixed‑fee financial planning and consulting engagements. The brochure also discloses a financial assistance/forgivable‑loan arrangement with its introducing broker that could create incentives to retain that broker‑dealer platform, and the firm does not act as a private‑fund adviser.

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