A complete list of active advisors currently associated with Wealthview Capital, LLC

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

Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors, offering comprehensive wealth management, discretionary professional asset management, goals-based financial planning, and fiduciary consulting. The firm also markets a Millennial Growth Partnership aimed at younger clients who have not yet accumulated significant assets but seek an ongoing advisory relationship. The firm’s investment approach combines strategic and tactical asset allocation grounded in Modern Portfolio Theory and an Active Indexing philosophy, typically using exchange-listed securities, ETFs, mutual funds, debt securities and options with periodic rebalancing to manage risk. Wealthview manages the majority of client assets on a discretionary basis (approximately $316.9M as of 12/31/2025) and delivers internet-accessible, goals-based financial plans and quarterly performance reports to most clients. Compared with many peers, Wealthview distributes periodicals or newsletters and offers educational seminars or workshops, and it has services targeted specifically to younger investors through its Millennial Growth Partnership. The firm also uses multiple institutional custodians (Pershing and Charles Schwab) and engages in practices that some peers do not commonly use, such as allowing borrowing within separately managed accounts.

To learn more about the advisors currently working at Wealthview 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
Steven Randolph Jr.	Jackson, MS	0
Tyson Rutland	Jackson, MS	0
Samuel Taylor	Jackson, MS	30
Lawrence Tuskey Jr.	Jackson, MS	1

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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.

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