A complete list of active advisors currently associated with Plackett Capital Management LLC
Warmer can help you find a great advisor at Plackett Capital Management LLC or one who fits your needs even better.
Plackett Capital Management LLC provides discretionary asset management services to individuals and high‑net‑worth clients, creating client‑specific investment programs based on documented goals, time horizons and risk tolerances. The firm is newly formed (founded 2025, began advisory services in 2026) and, in its initial filing, reports no assets under management. Investment decisions are made on a discretionary basis and the firm describes use of quantitative analysis to inform security selection and timing, with strategies that may include long‑ and short‑term holdings, options writing (including covered positions), derivatives and foreign securities. Accounts are reviewed at least quarterly, clients may impose written investment restrictions, and the firm recommends custodial relationships (for example, Charles Schwab) for trade execution and custody. Noteworthy aspects include that PCM offers portfolio management for individual clients — a service arrangement that is uncommon for firms with its regulatory profile — while explicitly stating it does not act as a private fund adviser or sponsor wrap‑fee programs. The brochure also discloses that the firm’s principal has significant outside employment and rental‑property activities and serves as the firm’s sole supervisor and compliance reviewer, which the firm identifies as its internal oversight structure.
To learn more about the advisors currently working at Plackett 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.
Name |
Location |
Years of experience |
|---|---|---|
Loda, IL
| 0
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