A complete list of active advisors currently associated with Treeview Capital
Warmer can help you find a great advisor at Treeview Capital or one who fits your needs even better.
Treeview Capital provides fee-based investment advisory services primarily over the internet through an interactive website, offering advice limited to investment funds for individuals, trusts, employer‑sponsored plans, estates, charitable organizations, and corporate entities; as of 12/31/2025 it reported 29 clients and $13.4 million in assets under advisement. The firm’s principal service is identifying investment funds with high minimums and providing client access with lower initial investment requirements. The firm tailors recommendations using a comprehensive online questionnaire and a software-based algorithm that generates advice, and it may apply technical and cyclical analysis to inform suggestions such as reallocations, cash positions, or sales for tax or risk reasons. Treeview Capital does not exercise trading discretion, does not charge performance-based fees, and discloses software, cybersecurity, and algorithm risks associated with its internet-delivered model. Noteworthy for an advisor in the investment‑manager category, Treeview Capital’s internet- and algorithm-driven delivery of fund-only advice and its focus on lowering entry barriers to higher‑minimum funds distinguish it from peers that typically serve pooled or institutional accounts. The firm also discloses arrangements to compensate promoters (including affiliate marketers, bloggers, and podcasters) for referrals, limits custody to authorized fee deduction, and maintains a Code of Ethics and supervisory procedures to address potential conflicts.
To learn more about the advisors currently working at Treeview Capital, 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 |
|---|---|---|
Mill Creek, WA
| 4
|
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