A complete list of active advisors currently associated with R.M. Duncan Capital Management Corporation

Warmer can help you find a great advisor at R.M. Duncan Capital Management Corporation or one who fits your needs even better.

R.M. Duncan Capital Management Corporation provides discretionary investment management to individuals, trusts, estates, limited partnerships, corporations and similar entities, charging percentage‑of‑assets advisory fees and custodial relationships with third‑party firms. The firm operates on a small scale, reporting roughly $13.3 million in regulatory assets under management, two advisors, and about 15 client relationships. The firm’s investment process combines charting, cyclical, fundamental and technical analysis applied to U.S. equities, options, corporate and municipal debt, and partnerships that invest in real estate and oil and gas interests. Implementation includes long‑term and short‑term purchases, active trading and options strategies (including option writing and uncovered positions), and advisors tailor plans to client goals while accepting written investment restrictions. Distinctive features include formal affiliations with a broker‑dealer and related securities firm under common ownership and the firm’s principal holding a law license and retaining the option to provide legal services under a separate conflict agreement. The brochure also discloses prior disciplinary events — including a 1996 regulatory fine and a 2015 FINRA settlement involving censures, fines and customer restitution — and describes routine recommendation or use of the affiliated broker‑dealer, practices the firm says are managed through disclosure and periodic review.

To learn more about the advisors currently working at R.M. Duncan Capital Management Corporation, 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.

You can also browse R.M. Duncan Capital Management Corporation's office locations.

Name	Location	Years of experience
Randall Duncan	Little Rock, AR	46
Jose Portillo	Tujunga, CA	30

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support