A complete list of active advisors currently associated with Trove, LLC

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

Trove provides continuous, individualized investment management to individuals, high‑net‑worth individuals, trusts, estates, and corporations, focusing on option-based overlay strategies applied to clients’ pre‑existing securities. Its primary services are a protective hedging approach (typically collars) and a listed‑options “borrow” strategy to generate cash within existing portfolios. The firm implements strategies on a discretionary basis, using tools such as CBOE Silexx, delta and rho monitoring, and proprietary research to rebalance and roll option positions as needed, while explicitly not taking responsibility for the initial selection of underlying holdings. Trove’s fees are strategy‑specific—charged on the equity amount hedged or the “box” amount for financing—rather than a simple percentage of total assets, and it may engage independent managers, including an affiliated sub‑adviser, to structure or monitor trades. Distinctive features disclosed in the brochure include a prior disciplinary finding related to exchange trading conduct and a recent disclosure about the use and compensation of third‑party solicitors/promoters, both of which are less common among peers. The firm’s specialized, options‑centric mandate, its non‑standard fee model, and the potential for affiliated sub‑adviser involvement are notable considerations for prospective clients assessing conflicts of interest and operational risk.

To learn more about the advisors currently working at Trove, 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.