A complete list of active advisors currently associated with Peloton Capital Management

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

Peloton Capital Management serves primarily high‑net‑worth individuals and households as well as a range of institutional clients, including corporate pension and profit‑sharing plans, foundations, and private investment funds. The firm provides fully discretionary portfolio management across several managed strategies and offers flat‑fee financial planning through its Roadmap service, in addition to advising employer‑sponsored retirement accounts. Investment decisions are made by a small Investment Committee that meets regularly and implements portfolios on a discretionary basis, with individual accounts reviewed roughly 12–15 times per year. Strategies emphasize exchange‑traded funds, predictive‑momentum factor‑based trading, and an equity‑income sleeve (the brochure notes Equity‑Income yields exceed the S&P 500), with managed models limited to a small number of ETF or equity positions and fully customized portfolios offered for larger or retirement‑focused households. Peloton’s profile is notable for its involvement in private‑fund activity: the firm’s principals own an entity that acts as general partner and adviser to the Peloton Tactical Equity Fund, LP, a private investment fund. The firm also delivers regular detailed portfolio reports that include multi‑period performance, makes its Brochure and ongoing disclosure materials available on its website, and concentrates its clientele on high‑net‑worth and institutional accounts rather than lower‑net‑worth retail individuals.

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