A complete list of active advisors currently associated with Presley Capital Management, LLC
Warmer can help you find a great advisor at Presley Capital Management, LLC or one who fits your needs even better.
Presley Capital Management provides investment advisory and financial planning services, typically implementing portfolios through placements with third‑party money managers and, where appropriate, through discretionary asset management for entities such as trusts, estates, charitable organizations and business clients. The firm prepares investment policy statements and financial plans and does not act as a custodian; client assets remain with independent custodians and clients receive custodial account statements. The firm documents client goals and risk tolerances, uses methods including fundamental, technical and cyclical analysis, and accepts discretionary trading authority to execute its strategies. For implementation it commonly selects third‑party managers rather than maintaining large direct AUM, and it charges asset‑based fees for management while also offering financial planning on fixed‑fee or hourly bases. Compared with many investment managers, PCM regularly solicits and selects other advisers and shares in third‑party management fees — a referral/solicitor arrangement the brochure discloses as a potential conflict of interest. The brochure also discloses a related‑entity relationship with Mustang Lending LLC, the manager of a high‑yield fund, and the firm’s business model of placing accounts with third‑party managers rather than holding direct assets is a distinguishing operational feature.
To learn more about the advisors currently working at Presley 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 |
|---|---|---|
Cresson, TX
| 18
|
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