A complete list of active advisors currently associated with Wellspring Capital Group, Ltd.
Warmer can help you find a great advisor at Wellspring Capital Group, Ltd. or one who fits your needs even better.
Wellspring Capital Group, Ltd. provides fee-based portfolio management to individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, managing approximately $6.9 million on a discretionary basis as of 12/31/2024 for a small client base. The firm operates as a single‑advisor independent practice and offers an initial consultation at no charge. The firm’s investment process centers on detailed fundamental analysis—examining financial statements, management behavior, suppliers, product mix, competitors and macro‑economic and political factors—to estimate intrinsic value, and it overlays technical charting and cyclical analysis where appropriate. Strategies span long‑term and short‑term purchases as well as active trading, and the adviser may recommend certain alternative investments and limited partnerships for qualified clients. Distinctive operational features include a requirement that clients establish custody with Charles Schwab Institutional and the firm’s participation in Schwab’s adviser program, which provides research and execution services the firm uses in managing accounts. The firm conducts at least weekly portfolio reviews, typically provides verbal updates at least annually unless clients request written reports, and does not accept proxy‑voting authority on client securities.
To learn more about the advisors currently working at Wellspring Capital Group, Ltd., 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 |
|---|---|---|
North Barrington, IL
| 23
|
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