A complete list of active advisors currently associated with White Brook Capital
Warmer can help you find a great advisor at White Brook Capital or one who fits your needs even better.
White Brook Capital provides discretionary investment management through separately managed accounts to high‑net‑worth individuals and associated trusts, and it also seeks to serve estates, pension and profit‑sharing plans, endowments, foundations, and other legal entities. The firm offers three distinct strategies — an Ethical S&P 500 index‑like portfolio, an All Cap value‑oriented portfolio of roughly 30 securities, and a Small Cap strategy limited to qualified investors — with client assets custodied at major brokers such as Charles Schwab or Interactive Brokers. The firm follows a bottom‑up, value‑oriented investment process combined with top‑down industry assessment, conducting company meetings, diligence on competitors and suppliers, and detailed financial forecasting to construct portfolios. White Brook applies an ethical investing screen that excludes companies tied to defense, vice, or exploitative businesses, may invest in ETFs, bonds, MLPs and options, and uses artificial intelligence tools to aid information discovery while not allowing AI to make final investment judgments. Distinctive features include public disclosure of performance results and a performance‑based fee (20% of annual net gains) for the Small Cap strategy, which is atypical among solo independent advisors, as well as the firm’s explicit acceptance of corporate/business clients and charitable organizations alongside individual clients. The principal invests alongside clients and executes side‑by‑side trading, and the firm recently shifted from a pooled investment vehicle to separately managed account strategies operated on a discretionary basis.
To learn more about the advisors currently working at White Brook Capital, 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 |
|---|---|---|
Winnetka, IL
| 10
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")