A complete list of active advisors currently associated with Peltoma Capital Partners
Warmer can help you find a great advisor at Peltoma Capital Partners or one who fits your needs even better.
Peltoma Capital Partners provides wealth management, standalone investment management, and financial planning for individuals — including high-net-worth clients — as well as advisory services to corporations and employer-sponsored retirement plans. The firm also offers retirement plan consulting and other institutional services, and its client base explicitly includes other investment-adviser clients in addition to individual investors. The firm develops individualized investment policies and asset allocation targets through ongoing client discussions, typically managing portfolios on a discretionary basis. Its investment process is grounded in modern portfolio theory, employing a mix of passive and active vehicles, a long-term holding orientation, and the use of mutual funds, ETFs, individual securities, and, when appropriate, alternative or ESG-focused strategies tailored to client preferences. Compared with many peers, PCP is a small, fee-only SEC-registered adviser (recently registered in 2025) with a compact team overseeing roughly $169 million for about 73 clients, yet it also provides employer-plan and institutional treasury-type services and advice to other investment advisers — a combination that is uncommon among supported firms. The firm uses major custodial platforms and offers both project-based and ongoing planning engagements while retaining a discretionary, tailored approach to implement client-directed restrictions.
To learn more about the advisors currently working at Peltoma Capital Partners, 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 |
|---|---|---|
Austin, TX
| 9
| |
Austin, TX
| 10
|
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