A complete list of active advisors currently associated with Porter Avenue Capital Management, LLC

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

Porter Avenue Capital Management provides discretionary portfolio management and standalone financial planning to individual and high‑net‑worth clients, managing roughly $10.8 million across about 80 client relationships. The firm advises across mutual funds, equities, fixed income, ETFs, REITs and select real‑asset investments and documents each client’s goals and constraints in an Investment Policy Statement. Porter Avenue implements client plans under written discretionary authority and reviews accounts at least monthly by the firm’s managing member, tailoring allocations to documented risk tolerances and time horizons. The firm uses charting, fundamental and technical analysis and deploys a range of execution approaches — including long‑ and short‑term trading, margin, short sales and options strategies — and aggregates block trades for execution. What is distinctive for a firm of this scale is the explicit use of higher‑complexity instruments and active short/margin/options trading alongside retail financial planning offered on an hourly basis separate from ongoing management. The firm also discloses receipt of soft‑dollar benefits, maintains relationships with both a low‑cost execution custodian and a client‑facing platform, and has recently expanded registration into additional states.

To learn more about the advisors currently working at Porter Avenue 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.