A complete list of active advisors currently associated with Sprout Capital Management, LLC

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

Sprout Capital Management is a small, independent registered investment adviser that manages about $21.4 million for a limited number of individual clients and offers personalized financial planning, consulting, and discretionary portfolio management. The firm provides written financial plans and consultative hourly services in addition to ongoing portfolio oversight held with independent custodians. The firm’s investment approach is rules-based and systematic, using models that select individual stocks, mutual funds, and ETFs by combining economic indicators, technical analysis, and a stock-selection model that seeks to replicate positions disclosed in SEC filings by institutional asset managers. Portfolios are implemented through several distinct programs (a concentrated long-only stock model, a bond-rotation model, and a stock-and-bond rotation model), and strategies may include higher-turnover trading, margin, options, and short sales with continuous monitoring and rebalancing. Noteworthy features in the brochure include the firm’s use of SEC filing replication as an input to stock selection and its disclosure that it advertises both hypothetical performance and performance results, a practice that is uncommon among peers. Operationally, the firm routinely recommends a particular custodian and offers automatic daily billing through that custodian as well as the ability to manage held-away defined-contribution accounts via a third‑party platform, which can affect execution and billing logistics for clients.

To learn more about the advisors currently working at Sprout 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.