A complete list of active advisors currently associated with XFO Capital
Warmer can help you find a great advisor at XFO Capital or one who fits your needs even better.
XFO Capital, LLC provides investment management, financial planning, and consulting services to pooled and institutional investors as well as to a range of other client types, including high‑net‑worth individuals, families, trusts, estates, charitable organizations and corporations; the firm also offers family‑office set‑up, board education for nonprofits, and grant/spending policy work. The firm is newly registered and operates with a small advisory team; as of December 31, 2025 it reported no assets under management while it builds its client and product slate. Portfolios are constructed from a broad mix of investment types — including individual stocks and bonds, ETFs and closed‑end funds, private pooled vehicles, alternatives, options and digital assets — using both active and passive strategies under oversight of an Investment Committee and a separate Private Investments Committee for illiquid allocations. The firm typically manages client accounts on a discretionary basis with a long‑term orientation but may employ short‑term strategies when appropriate, and it offers services such as direct indexing with tax‑loss harvesting, laddered bond strategies for smaller accounts, and allocation to third‑party managers. Compared with many firms in the investment‑manager category, XFO’s brochure emphasizes direct servicing of high‑net‑worth individuals and the availability of standalone financial planning billed on fixed or hourly terms — features that are statistically uncommon for managers focused on pooled or institutional assets. The firm also discloses cross‑industry activities (investment banking and insurance registrations and a founder‑led nonprofit/family‑office organization) that broaden potential service offerings and are identified in its disclosures and conflict‑management procedures.
To learn more about the advisors currently working at XFO 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.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 7
|
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