A complete list of active advisors currently associated with PFS Capital, LLC

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

PFS Capital, LLC is a registered investment adviser that offers discretionary and non-discretionary investment advisory services and model portfolio management to institutional clients, businesses and individual investors. Its Form ADV discloses that, during the most recent reporting period, the firm did not maintain regulatory assets under management and did not have advisory clients. The firm combines fundamental, technical and proprietary analysis to implement multi‑strategy model portfolios that may include exchange‑listed and over‑the‑counter equities, foreign securities, corporate and municipal debt, emerging‑market fixed income and structured products; portfolios are designed to employ diversification and cash positions as potential hedges and are tailored to each client’s goals and risk tolerance. PFS Capital manages accounts on either a discretionary or non‑discretionary basis, monitors accounts at least monthly, and provides quarterly portfolio reporting. Noteworthy aspects relative to peers include the manager’s prior business relationships—disclosed affiliated entities in the U.S. and Turkey—which point to an international background, and the firm’s disclosure that it may enter solicitor/referral arrangements that provide cash compensation to third parties. The ADV also highlights that PFS Capital does not participate in wrap‑fee programs, does not take custody of client assets, maintains a Code of Ethics, and reports no disciplinary history.

To learn more about the advisors currently working at PFS Capital, 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.