A complete list of active advisors currently associated with Unclipped Capital LLC

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

Unclipped Capital provides discretionary portfolio management and stand‑alone financial planning primarily for individual clients, with services tailored to each client’s goals, time horizon, and risk tolerance. Financial planning is offered both as fixed‑price packaged engagements and on an hourly basis, with planning delivered under separate written agreements from investment management. The firm’s investment approaches range from a passive, low‑cost index strategy with regular rebalancing to a more active market‑timing approach and an optional concentrated growth strategy that may include individual equities and limited allocations to spot cryptocurrency exchange‑traded products for aggressive, suitable clients. It employs fundamental, technical, and market analysis, manages accounts on a discretionary basis, and documents suitability when clients elect more active or concentrated strategies. Noteworthy for a newly registered adviser, the firm emphasizes fixed‑fee and hourly financial planning options alongside individual account portfolio management rather than sponsoring or advising private funds. The advisory is operated by a single principal who allocates part‑time hours to the business while maintaining outside occupations, and it has written policies and a Code of Ethics to address personal trading and other conflicts of interest.

To learn more about the advisors currently working at Unclipped 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.