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

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

Tapparo Capital Management advises individuals and a range of institutional clients — including pension and profit‑sharing plans, trusts, estates, corporations and charitable organizations — on discretionary and non‑discretionary portfolio management. The firm is a small independent adviser managing roughly $93 million across about 113 client relationships and typically charges asset‑based advisory fees while including ongoing financial planning as part of portfolio services. Portfolios are custom‑tailored to clients’ objectives and reviewed periodically, with the firm using a mix of fundamental research and quantitative/technical methods such as technical trading models, cyclical analysis and charting alongside long‑ and short‑term strategies where appropriate. Tapparo does not offer wrap‑fee programs, does not select third‑party sub‑advisers, and in limited cases may offer a fixed‑fee mutual‑fund-only option. Compared with many peers, the firm’s client mix — which explicitly includes charitable organizations — is atypical for a small independent practice. The firm directs custody through an Altruist/Apex custodial platform and discloses receipt of technology and support benefits from that relationship, and it leaves proxy‑voting decisions to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Tapparo 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.