A complete list of active advisors currently associated with Tiercel Capital Texas LLC

Warmer can help you find a great advisor at Tiercel Capital Texas LLC or one who fits your needs even better.

The firm provides portfolio management to individual and high-net-worth clients, tailoring portfolios to client objectives and risk profiles. It manages primarily discretionary accounts while retaining a portion of non‑discretionary assets and requires clients to custody assets at its selected broker‑dealer. Tiercel Capital Texas follows a value‑oriented, fundamental analysis process that emphasizes equities trading below estimated intrinsic value and “special situations,” and measures performance over multi‑year horizons. The firm regularly trades a wider set of instruments than typical peers—including options and other derivatives—and the investment team has prior experience trading commodities, futures and associated derivatives. Noteworthy distinctions include the availability of performance‑based fee arrangements for qualified investors and a small advisory team in which portfolio managers also perform compliance oversight, resulting in concentrated internal supervision. Principal-level outside investment activities (including direct investments in oil royalties and futures strategies) and a formal pre‑clearance policy for personal trading are disclosed to address potential conflicts of interest.

To learn more about the advisors currently working at Tiercel Capital Texas 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.