A complete list of active advisors currently associated with Woolly Mammoth, LLC

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

Woolly Mammoth, LLC provides discretionary portfolio management and financial advice to individuals, families, small businesses, and trusts, managing approximately $5.3 million in client assets for a very small client base. The firm delivers tailored portfolios and permits clients to impose written restrictions on individual securities or sectors subject to the firm’s approval. The firm’s investment approach is built on modern portfolio theory and combines both fundamental and technical analysis, including momentum indicators and moving-average signals, to set asset allocation and timing decisions. Portfolios may include exchange-listed stocks, mutual funds, ETFs, bonds, stock options, margin/leveraged products, and—on rare occasions—private placement offerings, and the adviser operates with discretionary trading authority for clients’ accounts. Notable differentiators include its recent establishment and initial ADV filing, a compact client roster relative to its assets under management, and the use of fee deduction from client custody accounts (constructive custody) with limited reporting beyond custodian statements. The firm also discloses significant outside business activities of its principal—managing websites and private investments—which are monitored for conflicts and identified as requiring a substantial monthly time commitment.

To learn more about the advisors currently working at Woolly Mammoth, 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.