A complete list of active advisors currently associated with Trac Asset Management LLC

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

TRAC Asset Management provides investment advisory services to individuals (including high‑net‑worth clients) as well as institutions, trusts, estates, corporations and other business entities, offering portfolio management, investment recommendations and related planning support. Services are offered on both discretionary and non‑discretionary bases, and the firm will refer clients to other professionals when clients’ needs fall outside its current offerings. The firm constructs tailored portfolios and model allocations using a mix of equities, mutual funds, ETFs, fixed income, options (primarily for hedging) and alternative investments, drawing on fundamental, technical and cyclical analysis. TRAC emphasizes client consent in non‑discretionary accounts and performs periodic rebalancing with prior client approval for non‑discretionary relationships; as of December 31, 2025, it reported roughly $48.8 million in non‑discretionary assets versus about $8.7 million in discretionary assets. Notable differences from many peers include an affiliation with insurance and other TRAC‑branded financial firms—advisers may offer incidental insurance or related products while informing clients they are under no obligation to use affiliates—and a stated practice of providing portfolio management for institutional clients. The firm also hosts no‑cost educational seminars and workshops for clients and prospects, a service less commonly offered by independent advisors.

To learn more about the advisors currently working at Trac Asset 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.