A complete list of active advisors currently associated with Twenty-Five Capital Partners

Warmer can help you find a great advisor at Twenty-Five Capital Partners or one who fits your needs even better.

Twenty-Five Capital Partners primarily serves institutional and organizational clients — including trusts, estates, retirement and profit‑sharing plans, and corporate entities — and does not rely on relationships with non‑high‑net‑worth or high‑net‑worth individual investors. The firm offers discretionary investment management, oversight and selection of independent managers/SMAs, financial planning, tax and wealth‑structuring consulting, and estate and legacy planning, and it sponsors a wrap fee program. The firm’s investment process combines top‑down macroeconomic analysis with bottom‑up security selection and typically structures portfolios into a diversified long‑term core and a tactical satellite sleeve, using indexed, tax‑efficient, and active strategies as appropriate. Portfolio management is delivered under customized Investment Policy Statements, with accounts managed on a discretionary basis and monitored at least quarterly. Distinctive operational features include a compact advisory team managing roughly $54.6 million in discretionary AUM and a recent transition from SEC to state registration after AUM declined below the SEC threshold. TFCP integrates tax and estate consulting into its asset‑based advisory services (not offered as standalone paid engagements), sponsors a wrap program, and uses independent managers via SMAs while limiting combined advisor-plus‑manager fees.

To learn more about the advisors currently working at Twenty-Five Capital Partners, 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.