A complete list of active advisors currently associated with Semrod Capital LLC

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

The firm provides discretionary and non‑discretionary asset management and portfolio management services to individuals, high‑net‑worth clients, and business entities. Services are tailored through documented client profiles that record objectives, time horizons, and risk tolerance, and clients may impose written restrictions on how their accounts are managed. The firm’s investment process draws on a wide range of analytical methods — including fundamental analysis, Modern Portfolio Theory, technical and charting approaches, cyclical analysis, and quantitative techniques — and implements strategies that can include long‑term holdings, short‑term positions, and trading. Clients may elect discretionary authority or retain transaction approval, and the firm performs periodic (at least quarterly) account reviews to monitor allocations, rebalancing opportunities, and tax‑loss harvesting. Distinctive features include a small client base and asset footprint (roughly $18.3 million in assets under management across about 15 clients, split between discretionary and non‑discretionary accounts) and an explicit practice of serving charitable organization clients, which is uncommon among peers. The firm also discloses a prior regulatory consent order (2020) related to wrap‑program transaction fees and advisory agreements, requires use of a specified custodian (Charles Schwab) for custody and fee deduction, and delegates proxy voting to clients.

To learn more about the advisors currently working at Semrod 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.