A complete list of active advisors currently associated with Von Blucher Capital LLC

Warmer can help you find a great advisor at Von Blucher Capital LLC or one who fits your needs even better.

The firm provides wealth management and project-based financial planning to individuals, high‑net‑worth individuals, charitable organizations, and businesses. Services cover ongoing discretionary portfolio management and a broad set of planning topics including business planning, employee benefits optimization, estate and tax planning, college savings, insurance review, and socially responsible investing. Investment management is billed as a percentage of assets under management and typically uses a mix of passive and active vehicles—stocks, bonds, mutual funds, and ETFs—combined with tailored asset allocation. The firm’s research and trading approach blends fundamental analysis and Modern Portfolio Theory with technical methods (charting, cyclical analysis, momentum) and generally favors long‑term holdings while allowing short‑term opportunities when identified. Notable operational details include that the adviser registered recently and reported zero assets under management and no client accounts as of the date disclosed, and it requires clients to establish accounts at a specified institutional custodian (Interactive Brokers), from which the firm receives certain technology and research benefits. The firm is organized as a fee‑only LLC with a single principal/Chief Compliance Officer and does not accept sales commissions or performance‑based fees.

To learn more about the advisors currently working at Von Blucher Capital 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.