A complete list of active advisors currently associated with Terry McDaniel & Company

Warmer can help you find a great advisor at Terry McDaniel & Company or one who fits your needs even better.

Terry McDaniel & Company provides discretionary management of stock and bond portfolios for individuals, individual retirement accounts, trusts, estates and charitable organizations. With about $1.92 billion in assets under management distributed across seven advisers, the firm operates at a substantially higher assets-per-adviser level than most comparable team firms. The firm’s investment process is centered on bottom-up fundamental research conducted by an in-house analyst team; analysts are required to hold the CFA designation or be enrolled in the CFA program. Portfolios are managed with a long-term orientation—equity sleeves are typically concentrated (around 25 holdings) with low turnover, while fixed-income allocations emphasize investment-grade, short-to-intermediate maturities and tax-aware decisions. Terry McDaniel & Company does not offer standalone financial planning services and instead focuses on portfolio management, generally requiring a $1,000,000 account minimum (waivers possible). The firm also does not vote client proxies, conducts formal quarterly reviews, and follows trading practices—such as consulting clients before trades and not routinely bunching orders—that can produce different execution outcomes compared with many peers.

To learn more about the advisors currently working at Terry McDaniel & Company, 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.