A complete list of active advisors currently associated with Service Academy Capital Management LLC

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

Service Academy Capital Management LLC is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management and financial planning to high‑net‑worth individuals, trusts, estates, retirement plans, and a limited number of institutional clients. The firm manages roughly $734 million for about 56 client relationships through a six‑advisor team and explicitly includes veterans, veteran families, and widows among the client groups it serves, offering reduced‑fee or no‑fee services in some cases. The firm constructs bespoke portfolios using fundamental, qualitative, quantitative, technical and cyclical analysis and may utilize separately managed accounts, mutual funds and ETFs, private placements, REITs, MLPs and other income and alternative exposures as appropriate to client objectives. Implementation can include active strategies such as covered‑call/ buy‑write programs, long/short positions, short selling, options, selective leverage and other derivative instruments, with periodic portfolio reviews and client reporting delivered via a third‑party reporting platform. Distinctive features include an organizational focus on service academy graduates and veterans — the firm intends to have at least one academy graduate on each team, prioritizes hiring and training veterans, and commits a portion of revenues to veteran‑related charities — and a stated willingness to provide pro bono or reduced‑fee advisory relationships for certain veterans and widows. The firm also maintains relatively high assets per client for a team of its size and documents systematic risk‑management practices, including use of a trading algorithm for managing volatile equity risk and reliance on broker‑provided research and execution relationships.

To learn more about the advisors currently working at Service Academy Capital Management 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.