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

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

The firm provides discretionary investment management and investment/financial consulting to individuals and high-net-worth clients, including trusts, estates, and retirement accounts. Services include ongoing portfolio supervision as well as project-based consulting such as cash‑flow planning, estate planning analysis, RMD calculations, and reviews of outside portfolios. Accounts are managed on a discretionary, tailored basis with consideration of clients’ financial situation, risk tolerance, tax and liquidity needs, and clients may impose reasonable investment restrictions. Investment selection employs both fundamental analysis and technical/charting techniques and the firm may use long- and short-term trades, margin, and aggregated block trading with average-price allocation. Noteworthy aspects include that the firm is operated by a single, sole‑employee advisor who manages roughly 79 client relationships and about $87.7 million in discretionary AUM, concentrating advisory, compliance, and supervisory responsibilities in one person. The firm recommends a specific custodian (LPL Financial) and discloses economic benefits from that relationship as a potential conflict of interest, and its proxy voting policy states a preference for prioritizing investment returns over corporate governance considerations and may lead the firm in some cases to refrain from voting.

To learn more about the advisors currently working at Sullivan Wood 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.

Name	Location	Years of experience
James Sullivan	Washington, DC	30

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