A complete list of active advisors currently associated with S12 Group LLC

Warmer can help you find a great advisor at S12 Group LLC or one who fits your needs even better.

S12 Group provides discretionary investment management to individuals, high‑net‑worth investors, corporations and other businesses, and reports serving charitable organizations — a client type that is uncommon among peers in this category. The firm manages roughly $2.2 million in discretionary assets and uses either a percentage‑of‑assets fee or, for qualified clients, an optional performance‑based fee arrangement. The firm follows a fundamentals‑driven, long‑term value investing approach that emphasizes margin of safety and evaluation of management quality. It primarily recommends publicly traded equities and ETFs, pursues sector‑agnostic diversification, and generally avoids financials, pharmaceuticals, and utilities. Operationally, the firm is run by a single investment adviser representative who conducts portfolio reviews and compliance oversight, and it generally recommends Interactive Brokers as custodian while not accepting physical custody of client assets. Distinctive elements relative to many peers include its modest scale and sole‑adviser structure combined with serving charitable clients and offering performance‑based fee arrangements for qualified accounts.

To learn more about the advisors currently working at S12 Group 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.