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 provides discretionary and non-discretionary investment management and portfolio construction services to a mix of client types identified in its brochure, including individuals, high‑net‑worth individuals, trusts, retirement plans, and corporate entities. The firm also sponsors a wrap‑fee program and offers implementation services that include ETF and mutual fund allocations as well as access to private placements and other alternative investments. Its investment process blends top‑down macroeconomic analysis with bottom‑up security selection and uses a core‑and‑satellite framework that combines indexed, tax‑efficient, and active strategies. Portfolios are implemented pursuant to a written Investment Policy Statement, monitored continuously with formal reviews at least quarterly, and may utilize margin or third‑party managers where appropriate. Distinctive disclosures in the brochure include sponsorship of a wrap program executed through Fidelity and Charles Schwab, an explicit policy against performance‑based fees, and a proxy‑voting approach that leaves voting decisions to clients. The ADV also reports zero discretionary and non‑discretionary assets under management as of October 9, 2025 and notes a recent change to state registration in California, which together suggest the firm is in an early or transitional operational stage relative to larger peers.

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.