A complete list of active advisors currently associated with Petrie Capital Management LLC.

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

Petrie Capital Management provides discretionary asset management and integrated financial planning and consulting for individuals, trusts and estates, as well as charitable organizations and corporate or business clients. Portfolios may include mutual funds, ETFs/ETNs, individual stocks and bonds, and other publicly traded securities, and financial planning work is offered as part of the asset management relationship. The firm tailors investment programs to client goals and conducts at least quarterly reviews and rebalancing, using a mix of fundamental, technical and economic-cycle analysis to guide positioning. Investment implementation can include a broad toolkit — including option strategies, short sales and margin — and the firm generally maintains conservative cash balances for liquidity and fee processing when appropriate. Petrie Capital is notable among independent advisers for offering performance-based fee arrangements to qualified clients while also employing derivatives and option strategies in separately managed accounts; the firm discloses related conflicts and uses high-water-mark and allocation procedures to address them. It also serves less-common client types for its peer group — charitable organizations and corporate entities — and updated its regulatory status and disclosures when it registered with the SEC in 2025.

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