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 LLC provides discretionary investment management and tailored advisory services to individuals, high-net-worth clients, corporations and other businesses, and it also works with charitable organizations and institutional clients. The firm is a small, state-registered adviser formed in 2024 and manages a modest asset base across a limited number of accounts. The firm follows a long-term, value-oriented investment approach that relies on fundamental analysis to identify undervalued equities and ETFs, emphasizing a margin of safety and sector-agnostic diversification while generally avoiding certain industries. Portfolios are monitored and reviewed periodically and can be adjusted to reflect client objectives, risk tolerance, and any reasonable client-imposed restrictions. Distinctive features include the availability of performance-based fee arrangements for qualified clients and written procedures intended to address conflicts that may arise when managing accounts with differing fee structures, which is uncommon among similar independent advisers. The firm’s principal also serves in a leadership role at a 501(c)(3) nonprofit, and the inclusion of charitable and institutional clients in its client mix differentiates it from many solo practitioners.

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.