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

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

Weatherby Capital is an independent, single-advisor registered investment adviser that provides fee-based investment advisory and financial planning services to individuals and a range of entities, including trusts, estates, charitable organizations and corporations. While it offers portfolio management for individual clients and the common asset-based billing typical of peers, it also accepts institutional mandates. The firm manages accounts on a discretionary, customized basis using a tactical allocation approach and draws on fundamental, technical and cyclical analysis to inform trading and allocation decisions. It may employ a wide array of instruments — equities (domestic and foreign), fixed income, options, warrants, short sales and margin — and both recommends third‑party money managers and uses a managed-account relationship with a program sponsor while maintaining oversight of those arrangements. Notable distinctions include the firm’s provision of portfolio management for institutional clients despite its solo-practitioner structure and relatively small asset base (about $2.4 million across a handful of accounts), a combination that is uncommon among independent advisers. The firm also offers non-securities business and consulting services (including fractional CFO/CIO work, business valuation and M&A support) and coordinates tax and insurance-related referrals in arrangements that are disclosed as potential conflicts of interest.

To learn more about the advisors currently working at Weatherby 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.