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

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

WiseOwl Capital, LLC provides portfolio management and financial planning to individuals (including high-net-worth clients), trusts, estates, and business entities. As disclosed in the brochure, the firm reported approximately $41.3 million in discretionary assets under management across 29 client accounts as of December 31, 2025. The firm employs fundamental analysis and a long-term purchase orientation to build customized portfolios, offering both discretionary and non-discretionary management with ongoing monitoring and rebalancing. It also uses covered-call writing and put options primarily as hedging tools and delivers written financial plans that incorporate financial planning software and client-specific objectives. A distinctive operational feature is that the principal operates a separate research business, Find Me Value Investment Research LLC, which sells PowerPoint analyses to outside investors while the firm states that research for WiseOwl clients is prioritized and provided to them free as part of its investment process. WiseOwl also requires clients to custody assets at Schwab Institutional and discloses receipt of institutional services through that relationship, an arrangement that may influence custody and execution choices.

To learn more about the advisors currently working at Wiseowl 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.