A complete list of active advisors currently associated with Van Liew Capital Inc

Warmer can help you find a great advisor at Van Liew Capital Inc or one who fits your needs even better.

Van Liew Capital Inc. provides discretionary and non‑discretionary portfolio management and investment advice to individuals, high‑net‑worth clients, trusts, estates, retirement accounts and charitable institutions. As of 12/31/2025 the firm reported managing approximately $67.2 million on a discretionary basis for a small number of client relationships. The firm’s investment process blends top‑down economic and sector analysis with bottom‑up fundamental equity selection, emphasizing growth and valuation criteria and supplemented by technical, cyclical and charting tools; its fixed‑income approach focuses on credit quality, duration management and generating a predictable income stream. Investment decisions and industry/sector weightings are set and reviewed by an Investment Committee and are implemented in accordance with each client’s stated objectives and restrictions. Van Liew is affiliated with Van Liew Trust Company, a wholly‑owned subsidiary that holds a limited Rhode Island trust charter and with which the adviser shares personnel and resources, and the brochure describes custody practices and compliance with the Advisers Act custody rule, including procedures for fee deduction and handling client funds. The combination of a trust affiliate, documented custody procedures, and a relatively small client base relative to assets under management differentiates the firm from many peers in the team‑adviser category.

To learn more about the advisors currently working at Van Liew Capital Inc, 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.