A complete list of active advisors currently associated with Wagner Road Capital Management, LLC

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

Wagner Road Capital Management provides discretionary investment management and separate investment consulting to individuals, trusts, estates, and other entities. The firm’s client roster is small (four advisory relationships), and consulting engagements are offered as standalone services that do not include trade implementation unless a separate management agreement is reached. The firm’s investment approach is grounded in bottom-up fundamental analysis and seeks to build a concentrated, long-only equity portfolio of roughly 8–15 U.S.-focused positions, favoring high-quality businesses held with a long-term horizon. The strategy avoids leverage, derivatives, and shorting, uses position-level risk limits, and acknowledges the potential for short-term volatility. Distinctive aspects of the firm include a relatively low level of assets under management and a very small client base compared with peers, and governance in which the firm’s principal also serves as the chief compliance and investment officer with no internal supervisor. The firm custodies client accounts at Interactive Brokers and discloses receipt of technology and other non-execution services from that custodian, which the brochure identifies as a potential conflict of interest.

To learn more about the advisors currently working at Wagner Road Capital Management, 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.