A complete list of active advisors currently associated with R Gregory Souder

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

The firm is a sole proprietorship that provides ongoing portfolio management services primarily to individual clients, including non‑high‑net‑worth individuals, and prepares an Investment Policy Statement for each account. It manages approximately $3.9 million across about 20 client accounts and generally operates on a discretionary basis with no stated account minimum. RGS combines cyclical, fundamental, modern portfolio theory and quantitative analysis to tailor asset allocation, asset selection, and risk tolerance to each client’s goals. The firm implements a range of strategies — including long‑ and short‑term trading, margin, and options trading (covered, uncovered, and spread strategies) — and explicitly uses derivatives within separately managed accounts. Distinctive features include its solo‑practitioner structure and use of asset‑based (percentage‑of‑AUM) fees rather than performance‑based or wrap fee arrangements, and it does not act as a private fund adviser. The firm requires custody at Schwab Institutional, does not aggregate trades for multiple clients, and does not permit clients to impose investment restrictions for values‑based reasons, factors that can affect execution, reporting, and customization.

To learn more about the advisors currently working at R Gregory Souder, 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.