A complete list of active advisors currently associated with Springdale Advisors

Warmer can help you find a great advisor at Springdale Advisors or one who fits your needs even better.

Springdale Advisors LLC provides discretionary investment management and also offers research and investment-analysis services to other registered investment advisers. The fee-only, single-advisor firm reported about $13.9 million in discretionary assets under management for a small roster of primarily high-net-worth individuals, trusts, foundations, and endowments as of December 31, 2025. The firm typically implements all-capitalization global growth stock strategies that are highly concentrated, ordinarily holding about ten to 15 stocks, with one strategy long-only and another that may include three to 15 short positions. Investment decisions are driven by a mix of fundamental, technical, and cyclical analysis and draw on company meetings, industry contacts and corporate-rating/pricing services; portfolios are tailored to clients’ investment policies and may hold substantial cash when attractive opportunities are limited. Noteworthy for a solo independent adviser, Springdale’s approach combines concentrated long/short exposures and the routine use of short positions (which typically involve borrowing securities) together with explicit use of corporate rating and pricing data—features that are uncommon among peers. The firm’s small client base, the provision of research to other advisers, and the availability of negotiable performance-based fee arrangements for qualified clients further distinguish its practice.

To learn more about the advisors currently working at Springdale Advisors, 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.