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

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

Wilde Capital Management is a small SEC‑registered advisory firm managing roughly $10.2 million for about 47 clients and operating with two advisors. The firm provides discretionary portfolio management to individuals and a range of institutions and nonprofit entities, and it also offers wrap fee program management. The firm documents client objectives in an Investment Policy Statement and applies a blend of quantitative, fundamental, technical, cyclical and modern portfolio theory in tactical asset allocation across global markets. Wilde Capital offers four named strategies — Core, Disciplined Yield, ESG and an unconstrained V‑Strategy — and typically invests in mutual funds, ETFs, equities, fixed income, REITs and non‑U.S. securities while generally seeking discretionary trading authority. Notably, Wilde Capital accepts performance‑based fee arrangements for qualified clients and operates a named WC–V strategy available through multiple custodians, a feature that is relatively uncommon for firms of its size and structure; the brochure discloses the resulting side‑by‑side management conflicts and the firm’s efforts to address them. The firm’s principals also perform paid investment research for an independent research firm, dedicating scheduled time each month to that work and receiving a portion of their compensation from it, a material outside relationship the brochure explicitly discloses.

To learn more about the advisors currently working at Wilde Capital Management, 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.