A complete list of active advisors currently associated with Penmar

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

Penmar is an investment management firm that offers discretionary and non‑discretionary asset management alongside financial planning and consulting services, including full financial plans and topic‑specific consultations. The firm’s brochure states it generally serves individuals and high‑net‑worth clients, and it reported one investment adviser representative with no assets under management or advisory clients as of December 31, 2025. Portfolios are tailored to client goals, time horizons and risk tolerance, and the firm cites the use of fundamental and cyclical analysis and a range of strategies (including long‑ and short‑term positions and option strategies) to implement investment programs. In addition to the common asset‑based advisory model, the firm also offers hourly financial planning engagements and a performance‑based fee option tied to gains above a high‑water‑mark, the former being statistically uncommon among peers. Noteworthy aspects include the firm’s recent establishment in 2025, its very small operating scale as reported in the brochure, and the availability of both hourly planning work and performance‑based compensation alongside traditional asset management services. The brochure also discloses standard operational practices — such as custodial arrangements, a stated custodian recommendation, and that the firm does not vote client proxies — which may be relevant when comparing governance and service choices with other managers.

To learn more about the advisors currently working at Penmar, 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.