A complete list of active advisors currently associated with SRC Capital Management

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

SRC Capital Management provides investment management and wealth management services to individual investors as well as corporate, public, and private entities, delivering separately managed accounts and portfolio management within value and growth mandates. The firm emphasizes mid- and large-capitalization equities and states it constructs portfolios based on research rather than benchmark replication. Its investment approach is a fundamental, bottom‑up research process that seeks stocks trading below intrinsic value and screens for under‑owned names with sustainable competitive advantages. Portfolio construction is long‑term and disciplined, targeting low turnover (10–15% annually) and average holding periods of three to five years, with explicit selling rules tied to target prices, deteriorating fundamentals, or position-size limits. Notably, SRC manages institutional accounts in addition to individual wealth clients and indicates the use of derivatives in some separately managed accounts—both features that are uncommon among similarly structured independent firms. The firm’s principal has roughly 40 years of investment experience, including prior institutional research and portfolio roles, which informs its equity-focused, low-turnover strategy.

To learn more about the advisors currently working at SRC Capital Management, 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.