A complete list of active advisors currently associated with PieCapital

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

PieCapital provides portfolio management and financial planning services to individual and high‑net‑worth clients. The firm manages roughly $68.95 million for about 22 clients and typically operates under discretionary agreements with an Investment Policy Statement tailored to each client. The firm’s investment process combines fundamental analysis, modern portfolio theory, and quantitative methods, and it employs long‑term trading alongside options strategies, including covered and uncovered options and spread positions. PieCapital’s investable universe includes mutual funds, ETFs (including precious‑metal ETFs), fixed income and TIPS, REITs, annuities, private placements, venture capital and commodities, with risk tolerances documented in each client’s plan. Distinctive elements include a single‑advisor structure with concentrated AUM and a fixed financial planning fee range of $5,000 to $50,000. PieCapital requires clients to custody assets at Schwab Institutional (from which it may receive research and other soft‑dollar benefits), does not aggregate trades across client accounts, and offers higher‑risk strategies and access to private placements and venture capital that are less common for firms of this size.

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