WaterShip Private Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Watership Private Capital Management serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and other institutions. The firm provides comprehensive financial planning, single-topic financial consulting, discretionary investment management through access to model portfolios, and retirement plan consulting with ERISA-focused services.
Portfolios are constructed using asset allocation, tactical and strategic allocation, and fundamental analysis, and are implemented via a model marketplace that includes Altruist-generated, third-party, and custom models. The adviser manages accounts on a discretionary basis, monitors and rebalances holdings as needed, and uses a mix of mutual funds, ETFs, individual securities, options, and REITs.
Distinctive features include an affiliated insurance practice: the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products through a separate insurance business, a potential conflict the brochure discloses and addresses with policies and client disclosure. The firm also offers ERISA Section 3(21) and 3(38) fiduciary retirement plan consulting and pension-related services—capabilities that are less common among independent advisers of this type and size—and operates as a newly formed registered adviser.
Client services
Expertise
Fee options
Fixed fee of $3,500 for comprehensive financial planning services, may vary based on complexity
Up to 1.50% annually (maximum, negotiable)
$350 per hour for financial consulting services
Main office
14012 11th Terrace NE
Brandenton FL 34212
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")