A complete list of active advisors currently associated with Seven Pines Capital, LLC
Warmer can help you find a great advisor at Seven Pines Capital, LLC or one who fits your needs even better.
Seven Pines Capital, LLC is an independent, single-advisor registered investment adviser that serves individuals (including high-net-worth clients), retirement plan sponsors and participants, businesses, and select institutional clients. The firm provides ongoing asset management for separately managed accounts and a range of pension consulting services, including investment policy statement development, investment option due diligence, participant education and non‑discretionary recommendations. The adviser typically provides continuous supervision of client accounts and may manage portfolios on a discretionary basis while allowing clients to impose reasonable restrictions and receiving periodic (at least quarterly) reviews. Its investment process draws on fundamental, technical and charting analysis across exchange‑listed securities, ETFs, certificates of deposit and options, and the firm implements options-writing and other derivatives strategies within separate accounts. Distinctive features include the combination of boutique scale — roughly $1.46 million in assets under management across seven clients under a solo adviser — with offerings that are less common among similarly sized independent firms, notably pension consulting for plan sponsors and explicit portfolio management for institutional clients. The brochure also discloses the use of derivatives in separately managed accounts and an expressed ERISA fiduciary posture when advising on rollovers and certain retirement-plan matters, while clients are required to custody assets through the firm’s chosen custodian arrangement.
To learn more about the advisors currently working at Seven Pines 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.
Name |
Location |
Years of experience |
|---|---|---|
Indialantic, FL
| 6
|
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