A complete list of active advisors currently associated with Perpetual Capital Advisors, LLC
Warmer can help you find a great advisor at Perpetual Capital Advisors, LLC or one who fits your needs even better.
Perpetual Capital Advisors, LLC is a registered independent investment adviser that provides discretionary portfolio management, financial planning, and consulting services. It serves individual clients (including high‑net‑worth individuals) and also works with pension and profit‑sharing plans and other corporate or business clients. The firm offers both discretionary and non‑discretionary management, may implement model portfolios developed by unaffiliated managers, and conducts ongoing monitoring and rebalancing. In addition to conventional equity, fixed‑income, and mutual fund strategies, the adviser may utilize derivatives in separately managed accounts — including covered‑call and option‑writing strategies — as an accommodation or non‑core tactic. Notably, Perpetual combines a solo‑practitioner advisory model with pension consulting and plan‑level services, such as fund selection, participant education, and investment performance monitoring, which is uncommon among independent firms of comparable size. It negotiates pension consulting arrangements with plan sponsors and serves corporate clients as well, giving it a broader client mix than many peers that focus primarily on individual retail accounts.
To learn more about the advisors currently working at Perpetual Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Reno, NV
| 11
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)