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

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

Stonegate Capital Management provides ongoing portfolio management and related advisory services to individuals, high‑net‑worth individuals, and charitable organizations, tailoring Investment Policy Statements to each client’s goals, tax situation, and risk tolerance. The firm generally seeks discretionary authority to implement asset allocation, asset selection, and regular portfolio monitoring for client accounts. Stonegate employs a mix of analytical methods (including charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory) and offers exposure to mutual funds, ETFs (including precious‑metal ETFs), fixed income, commodities, and non‑U.S. securities. The brochure also discloses the firm’s use of options and other derivatives in client accounts — a strategy the firm notes carries material risk and that is less common among similar advisers. The firm is small by assets and scale, managing roughly $7.5 million for six clients with two advisors, and it requires clients to custody accounts at Interactive Brokers LLC and generally permits fee withdrawals directly from client accounts. Both principals have substantial outside employment commitments (approximately 40 hours per week), a structural detail that distinguishes the firm’s staffing model from many peers.

To learn more about the advisors currently working at Stonegate 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.