A complete list of active advisors currently associated with Pendleton Street Advisors, LLC

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

Pendleton Street Advisors serves individuals, charitable organizations, trusts and estates, managing roughly $83 million on a discretionary basis for about 54 client households and generally applying a $500,000 household minimum. The firm offers discretionary portfolio management alongside project-based consulting and financial analysis services, including business valuations, with consulting engagements negotiated and billed on a fixed‑fee basis. The firm implements individualized Investment Action Plans and invests across ETFs, mutual funds, individual equities and fixed income, using fundamental analysis, screening tools and selective options strategies. It discloses the use of external analyst reports and fund ratings—naming sources such as Morningstar, S&P, Argus, Goldman Sachs and Credit Suisse as inputs to manager and fund selection—and, per its disclosures, can employ borrowing within separately managed accounts to implement certain strategies. Compared with peers, Pendleton Street is notable for its explicit reliance on third‑party research and advertised ratings in its selection process and for offering sizable, year‑long consulting engagements (typical consulting fees disclosed in the brochure). The firm operates with a small, credentialed advisory team (including CFP and CFA credentials) and manages accounts with direct oversight, which contributes to concentrated client coverage and hands‑on account review and trading.

To learn more about the advisors currently working at Pendleton Street 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.