A complete list of active advisors currently associated with The Tilted Funds Group, LLC

Warmer can help you find a great advisor at The Tilted Funds Group, LLC or one who fits your needs even better.

The Tilted Funds Group LLC provides investment consulting and portfolio allocation guidance to individuals, trusts, institutions, charitable organizations, and corporations. As of the filing it advised approximately $811,000 in client assets across five client accounts and generally charges percentage-of-AUM fees while maintaining primarily non‑discretionary relationships in which clients retain decision authority. The firm sources outside asset managers and uses quantitative methods to evaluate securities, classify styles, and optimize portfolio allocations with an emphasis on risk control and reduced turnover; client onboarding includes interviews and questionnaires with at least quarterly account reviews. Custody and brokerage services are provided through SEI Private Trust Company, which handles client statements and fee billing; the firm does not take custody of client funds and does not vote proxies. Distinctive features relative to peers include its primarily non‑discretionary advisory model and a client mix that does not emphasize high‑net‑worth individuals, both uncommon among similarly supported firms. The brochure also discloses that the firm’s managing member has been involved in disputed civil litigation and regulatory complaints that the firm states are unrelated to its advisory activities, and that the firm’s two registered representatives devote substantial time to outside business activities in other companies.

To learn more about the advisors currently working at The Tilted Funds Group, 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.