A complete list of active advisors currently associated with Steve Pearson Capital Management LLC

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

The firm provides investment management to individual investors and charitable organizations, offering both discretionary portfolio management and non‑discretionary asset‑allocation and portfolio‑monitoring services, including advice for participants in employer‑sponsored retirement plans. It manages approximately $5.7 million across a small number of client accounts and does not act as custodian for client assets. The firm uses an active management approach with model portfolios focused on capital preservation, balanced growth, and income generation, primarily investing in index funds, no‑load mutual funds, and ETFs. Its process incorporates technical and charting analysis and software‑based asset‑class and fund ranking, and it may implement shorter‑term trading, option writing, and margin strategies that carry additional risk. Notable differences from many peers include an explicit refusal to sell commission‑based products or use third‑party money managers and a policy that clients retain the responsibility to vote their own proxies. The brochure also documents the principal’s background in tax planning and corporate finance, and the firm emphasizes individualized portfolio restrictions, ongoing rebalancing, and quarterly reporting.

To learn more about the advisors currently working at Steve Pearson 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.