A complete list of active advisors currently associated with Radius Capital Advisors

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

Radius Capital Advisors provides financial planning and discretionary portfolio management to individuals, couples, trusts, and qualified retirement plans. The firm emphasizes diversified ETF portfolios, a cash management strategy, and consultative financial planning tailored to clients’ goals and circumstances. The firm’s investment process centers on technical analysis to select broad-based ETFs and model portfolios across several strategies: an active market‑correlated stock/bond ETF approach, defined‑outcome (buffered) ETFs, and a balanced‑risk (risk‑parity) strategy that allocates risk across stocks, bonds, and hard assets. Portfolios are generally managed on a discretionary basis with dynamic rebalancing and periodic rotation of buffered funds to adjust downside protection and upside caps, and the advisor favors larger, highly rated ETFs with relatively low expense ratios. Distinctive aspects include offering fixed‑fee financial planning engagements and actively managing individual client accounts — features that are uncommon for firms currently categorized as having no active registered advisors — and the firm does not serve as a private‑fund adviser. The brochure also notes the firm recently reestablished independence after operating within another advisory entity and reported no managed assets at year‑end 2025, indicating a small, transitional profile compared with more established peers.

To learn more about the advisors currently working at Radius Capital Advisors, 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.