A complete list of active advisors currently associated with Sandpiper Capital, LLC

Warmer can help you find a great advisor at Sandpiper Capital, LLC or one who fits your needs even better.

Sandpiper Capital is a fee-only investment adviser that manages roughly $20.2 million in discretionary client assets and delivers portfolio management to individual and charitable clients using model asset-allocation portfolios. The firm implements its chosen model portfolios on a discretionary basis while allowing clients to impose reasonable investment restrictions. The firm's stated philosophy is rooted in Modern Portfolio Theory, with an explicit emphasis on risk management and asset allocation as primary tools for pursuing long-term returns. Implementation combines a defined allocation to lower-risk instruments with diversified exposure across markets, styles and strategies, using proprietary risk-budgeting models and third‑party analytics (Bloomberg, Morningstar); accounts are reviewed at least monthly and rebalanced as needed. Distinctive aspects noted in the brochure include that a single managing member is listed as the primary advisory professional, so the firm operates as a small, effectively solo-run adviser compared with many peers. The brochure also highlights the use of model and proprietary analytics and indicates the firm advertises hypothetical performance in its public materials—an uncommon practice among similar advisers—while maintaining a fee-only, conflict‑minimizing fiduciary posture and participation in Charles Schwab’s institutional program.

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