A complete list of active advisors currently associated with Toellen Capital Management, LLC

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

Toellen Capital Management, LLC provides investment advisory services and managed accounts to individuals and high‑net‑worth clients, offering tailored portfolio management, asset allocation, and written investment strategies across cash, equities, mutual funds, bonds, and annuities. The firm charges percentage‑of‑assets‑under‑management fees and permits clients to impose written restrictions on investments. The firm’s investment process incorporates asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies selected to match each client’s time horizon and risk tolerance, and it emphasizes reviewing tax implications with a tax professional. TCM generally provides discretionary management, conducts due diligence and suitability checks for managed account programs, and provides at least quarterly account reporting through the custodian. Notable distinguishing features include that the firm was established in November 2025 and, as of March 2026, reported no assets under management or clients, reflecting a launch‑stage profile compared with many peers. The firm also states a $1,000,000 guideline account minimum (with exceptions), recommends using Charles Schwab as custodian, does not vote client proxies, and discloses that certain service providers use artificial intelligence and machine learning with periodic vendor due diligence.

To learn more about the advisors currently working at Toellen Capital Management, 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.