A complete list of active advisors currently associated with Ursa Financial, LLC
Warmer can help you find a great advisor at Ursa Financial, LLC or one who fits your needs even better.
Ursa Financial, LLC provides mobile‑first investment management to retail clients, including individuals and high‑net‑worth investors, delivering discretionary portfolio management and related services exclusively through the Ursa App. Clients open brokerage accounts via the firm’s custodian and authorize Ursa to implement programmatic portfolios and ongoing management through the app. The firm curates a 50‑stock “Recommended Stock List” concentrated in U.S. large‑cap (primarily S&P 500) equities and algorithmically constructs portfolios of roughly 20 stocks based on an onboarding suitability questionnaire, client preferences, and risk tolerance. Ursa’s methods combine fundamental and cyclical analysis with modern portfolio theory, and it provides quarterly rebalancing, monthly performance review, an optional “Autopilot” execution feature (with automatic enrollment after inactivity), and a programmatic replacement process when the recommended list is updated. Compared with peers, Ursa is notable for operating as an internet adviser that sponsors and serves as portfolio manager for its own wrap fee program, consolidating transaction costs into a single fee and absorbing brokerage fees—a structure the firm discloses can create incentives to limit trading. Its app‑centric model, API integration with a custodian that supports fractional shares and digital account opening, and automated client controls (swap functionality, default replacement options) distinguish its service delivery from more traditional independent advisers managing approximately $16.6 million for its client base.
To learn more about the advisors currently working at Ursa Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 6
|
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