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 provides portfolio management and financial planning to a mix of individual and institutional clients, including high‑net‑worth individuals, charitable organizations, corporations, and pooled investment vehicles. The firm offers both discretionary and non‑discretionary management and prepares an Investment Policy Statement for each client to guide portfolio construction and ongoing monitoring. The firm’s investment process combines fundamental, quantitative, technical, and modern‑portfolio‑theory analysis and employs a range of strategies from long‑term holdings to short sales, margin, and options trading. Xenith also manages and advises pooled vehicles, including a private fund for which it acts as general partner and that is administered with NAV‑based fee billing. What distinguishes Xenith from many peer team firms is its role as a private fund adviser and fund sponsor, and its provision of portfolio management for pooled vehicles alongside individual accounts. The firm has a small advisory team with modest AUM and a recent state disciplinary order related to an actively managed, highly concentrated trading strategy that resulted in a temporary suspension of the firm’s registration and required repayment of certain management fees.

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.