A complete list of active advisors currently associated with Sirius Capital Advisors LLC
Warmer can help you find a great advisor at Sirius Capital Advisors LLC or one who fits your needs even better.
Sirius Capital Advisors LLC provides portfolio management and financial planning services to individual and high‑net‑worth clients. The firm offers ongoing portfolio management with written Investment Policy Statements and delivers standalone financial plans. Sirius tailors programs to clients’ goals, risk tolerance, and other constraints and may be granted discretionary authority to implement asset allocation across fixed income, equities, ETFs, TIPS, commodities, and non‑U.S. securities; its stated methods include fundamental, quantitative, technical, and modern portfolio theory, and its strategies can include long‑term positions and options trading. The firm affirms a fiduciary standard, documents risk tolerances, and generally delivers financial planning as a one‑time plan with the option for additional services afterward. Distinctive for a newly formed firm with no registered active advisors or assets under management, Sirius offers both fixed‑fee and hourly financial planning arrangements and also accepts performance‑based compensation for qualified clients, features that are relatively uncommon among similarly categorized firms. The brochure also discloses custodial relationships with Schwab and Interactive Brokers and receipt of certain third‑party services from a custodian, and notes a policy not to aggregate trades for multiple client accounts, which may affect execution and reporting.
To learn more about the advisors currently working at Sirius Capital Advisors 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 |
|---|---|---|
Fort Lauderdale, FL
| 0
|
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