A complete list of active advisors currently associated with TM2, LLC
Warmer can help you find a great advisor at TM2, LLC or one who fits your needs even better.
TM2 provides discretionary portfolio management to individual investors, including high‑net‑worth clients, and conducts continuous investment advisory services tailored through an Investor Suitability Questionnaire. The firm offers fixed or flat-dollar management arrangements and, for eligible clients, performance‑based fee options—fee structures that are less common among advisory firms in its registration category. The firm’s investment approach emphasizes a growth bias in domestic equities with a pronounced focus on small‑ and micro‑capitalization stocks, supported by detailed fundamental research such as filings review, company calls, and competitive analysis. Portfolios are managed on a discretionary basis and the firm may use margin, short selling, and fixed‑income instruments opportunistically; its stated process typically results in relatively high portfolio turnover. Compared with peers, TM2 combines individualized separate‑account management with a research‑intensive, small‑cap investment focus and an uncommon willingness to offer fixed/flat fee options alongside performance arrangements. At the time of filing the firm reported no assets under management and does not act as a private fund adviser, with the managing director serving as the sole supervised investment professional overseeing research and trading.
To learn more about the advisors currently working at TM2, 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.
Name |
Location |
Years of experience |
|---|---|---|
Henrico, VA
| 21
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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