A complete list of active advisors currently associated with Schenley Capital, Inc

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

Schenley Capital, Inc. primarily serves individual investors — including high‑net‑worth clients — as well as trusts, estates, retirement plans, charitable organizations and business entities. The firm offers discretionary and non‑discretionary portfolio management, written financial planning, consulting, and an automated advisory option delivered via the Schwab Institutional Intelligent Portfolios platform. The firm develops individualized investment policies through client interviews and applies fundamental analysis and asset allocation across stocks, bonds, mutual funds and ETFs, sometimes using institutional share classes or third‑party managers for portions of client accounts. For accounts enrolled on the Schwab platform, the firm uses automated rebalancing and may deploy tax‑loss harvesting while conducting periodic reviews and providing custodial reporting. Schenley operates as a boutique, founder‑led advisory practice that blends hands‑on planning with an automated program and a willingness to recommend private funds after formal due diligence. The firm’s advisory team includes professionals with experience in direct real‑asset investing and a divorce‑financial analysis credential, holds insurance licenses in multiple states, provides hourly consulting and tailored planning engagements, and does not vote client proxies.

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