A complete list of active advisors currently associated with Plein Air Capital Advisers, LLC

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

Plein Air Capital Advisers provides discretionary investment management and related advisory services to a range of clients, including individuals, trusts, corporations and institutional clients. The firm conducts research, makes portfolio decisions, monitors accounts, and delivers quarterly performance reports while investing across U.S. equities, ETFs, mutual funds, fixed income and cash equivalents. The firm’s investment approach is fundamentally driven, long‑term and value‑oriented, favoring a buy‑and‑hold discipline and selecting companies trading below Plein Air’s view of intrinsic value. Portfolios are typically concentrated—generally about 15–20 stocks—with an ordinary limit of roughly 10% initial exposure to any one security, while the manager may also pursue deep‑value or select growth opportunities and hold cash while awaiting investment opportunities. Distinctive operational features include that the founder and president serves as both chief investment officer and chief compliance officer and devotes full business time to client service, centralizing investment and compliance oversight. Plein Air is a fee‑only adviser that generally applies a $1,000,000 account minimum (waivable) and maintains an institutional custodial relationship that provides trading, research and technology services which can affect execution and available resources.

To learn more about the advisors currently working at Plein Air Capital Advisers, 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.