A complete list of active advisors currently associated with Xenith Financial Advisory Services, LLC

Warmer can help you find a great advisor at Xenith Financial Advisory Services, LLC or one who fits your needs even better.

Xenith Financial Advisory Services, LLC serves a mix of individual clients (including high‑net‑worth individuals), charitable organizations, corporations and state or municipal entities, and also accepts pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management tied to individualized Investment Policy Statements and offers standalone financial planning engagements. The firm’s investment process combines charting, cyclical, fundamental, modern‑portfolio‑theory, quantitative and technical analysis and employs long‑ and short‑term trading, including the use of short sales, margin and options strategies where suitable. Xenith typically seeks discretionary authority to implement IPS‑based asset allocation and requires use of specified custodians for trade execution and custody. Notably, Xenith operates and acts as general partner/manager of a private fund (Xenith Kingdom Fund, LP) and sponsors pooled investment vehicles, a service offering that is uncommon among similar team firms. The adviser discloses related business activities (including licensed insurance services and other outside roles) and the potential conflicts that arise when recommending its affiliated private fund, while stating clients are not required to invest in those vehicles.

To learn more about the advisors currently working at Xenith Financial Advisory Services, 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.