A complete list of active advisors currently associated with Sulzberger Capital Advisors, Inc.

Warmer can help you find a great advisor at Sulzberger Capital Advisors, Inc. or one who fits your needs even better.

Sulzberger Capital Advisors is a small, state-registered, owner-led advisory firm that manages approximately $117 million for about 90 clients, primarily individuals, trusts, estates, and employer-sponsored retirement plans. The firm provides discretionary portfolio management, financial planning using third‑party RightCapital software at no additional charge, and plan asset allocation services for retirement plans. The firm’s investment process emphasizes fundamental analysis and a primarily long-term buy-and-hold strategy, with periodic (at least quarterly) reviews and discretionary trading authority delegated to the firm and its selected custodian (Pershing). The brochure discloses that Sulzberger Capital may use leverage and margin in client accounts and, in limited cases, employ options (covered calls) and alternative products such as private equity and hedge funds, with related risk disclosures and conflict-of-interest policies. What distinguishes Sulzberger Capital from many supported firms is its explicit use of borrowing and derivatives within separately managed accounts—practices the firm notes can affect fee calculations and create conflicts that it addresses through policies and disclosure. The firm’s small, two-advisor structure, combined with owner-led oversight, no-cost RightCapital planning access, and formal proxy‑voting procedures are additional operational features highlighted in the brochure.

To learn more about the advisors currently working at Sulzberger Capital Advisors, Inc., 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.