A complete list of active advisors currently associated with War Streets Capital, LLC
Warmer can help you find a great advisor at War Streets Capital, LLC or one who fits your needs even better.
War Streets Capital provides discretionary investment management and related financial planning to individual investors and small businesses, managing roughly $12.7 million across a small client base. It offers portfolio management across equities, exchange-traded funds, mutual and closed-end funds, fixed income and cash instruments, and charges fees based on assets under management, an approach common among independent advisers. The firm pursues an active, total-return oriented strategy that emphasizes individual stocks, bonds and cash deposits with ETFs or funds used for diversification as needed, and tailors asset allocation to each client’s risk tolerance. Its methodology blends fundamental, technical, charting and cyclical analysis, and—uncommonly for peers—employs options and other derivatives in separately managed accounts for income generation, hedging, or tactical trading. A distinctive feature disclosed in the brochure is an affiliated real‑estate rental and management business owned by the firm’s principal; clients who use those real‑estate services may pay commissions to that affiliated entity, a potential conflict of interest the firm discloses. The firm’s small scale and hands‑on oversight support customized, tax‑aware portfolio construction and frequent monitoring, which can differ from the operational model of larger advisory firms.
To learn more about the advisors currently working at War Streets 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.
Name |
Location |
Years of experience |
|---|---|---|
Baden, PA
| 7
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)