A complete list of active advisors currently associated with Xenith Capital

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

Xenith Capital provides discretionary asset management and ongoing portfolio management primarily to affluent and high‑net‑worth individuals and families, accepting prospective clients on a selective, case‑by‑case basis. The firm delivers personalized investment programs based on client goals, time horizons and risk tolerances and does not offer non‑discretionary management. The firm’s investment process uses a mix of fundamental, technical and charting analysis and implements strategies that range from long‑term holdings to active trading, including option writing and the potential use of margin. Clients grant Xenith discretionary trading authority, the firm may use model portfolios available through its custodial platforms, and account reviews are conducted at least annually and more often as market conditions or client situations dictate. Noteworthy differences from many peers include its stated focus on high‑net‑worth clientele and an operational reliance on custodians Altruist and Interactive Brokers, alongside a willingness to use options and margin as part of client strategies. Xenith does not vote client proxies (clients receive proxy materials directly) and operates as a single‑advisor practice without additional staff.

To learn more about the advisors currently working at Xenith 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.