A complete list of active advisors currently associated with Privatus

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

Privatus is a state‑registered independent advisory firm that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and, in some cases, pension or profit‑sharing plans and institutional clients. The firm also offers general consulting services such as tax planning, business planning, and trust administration, and may refer clients to third‑party money managers or CPAs for specialized services. The firm’s investment approach emphasizes a tactical allocation strategy intended to reduce risk and seek improved performance, with discretionary management informed by technical and cyclical analysis. Privatus uses a broad range of instruments — including mutual funds, equities, fixed income, options and other derivatives, and interests in real estate or energy partnerships — and may employ cash positions, short‑term trading, or margin to implement portfolio decisions. Distinctive features for a single‑advisor independent firm include the availability of performance‑based fee arrangements for qualified clients — a 20% fee on gains calculated monthly with a high‑water mark — and its acceptance of institutional and pension/profit‑sharing plan clients. The firm’s representatives are also licensed insurance agents and may receive commissions for insurance sales, and Privatus may receive portions of fees when referring clients to third‑party managers or tax preparers; these compensation sources are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Privatus, 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
Derrick Smith	Roseville, CA	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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