A complete list of active advisors currently associated with Wakefield Asset Management, LLLP

Warmer can help you find a great advisor at Wakefield Asset Management, LLLP or one who fits your needs even better.

Wakefield Asset Management provides discretionary and non‑discretionary investment management and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and retirement plans. The firm reports approximately $453.98 million in regulatory assets under management, $567.13 million in assets under advisement, and just over $1.02 billion in total assets managed across separate accounts and managed account programs. The firm’s investment process emphasizes quantitative portfolio‑building techniques supplemented by academic research across domestic and international equities, fixed income, alternatives, and diversified asset allocation models; domestic equity portfolios are generally equal‑weighted and screened using metrics such as price‑to‑earnings, price‑to‑book, EBITDA, earnings estimates and surprise earnings. Wakefield conducts daily and weekly portfolio oversight, provides ongoing rebalancing and monitoring, and delivers quarterly client reports showing current market values and quarterly, year‑to‑date and since‑inception aggregate returns. Wakefield is 100% employee‑owned and discloses an affiliated adviser relationship, providing sub‑advisory services to an affiliated wealth management firm and reporting roughly $393 million of discretionary sub‑advisory assets and $45 million of assets under advisement tied to that relationship. The brochure notes that, while the firm does not itself sponsor a wrap‑fee program, it participates in managed/wrap account programs through third‑party program sponsors and generally receives a portion of wrap fees, and it refers clients to outside professionals for estate, tax and other planning rather than offering dedicated in‑house financial planning; the firm also offers a customized Biblically Responsible Equity variant of its Large Cap Core strategy.

To learn more about the advisors currently working at Wakefield Asset Management, LLLP, 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.