A complete list of active advisors currently associated with XLM Capital Management

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

XLM Capital Management provides discretionary and non‑discretionary investment advice to high‑net‑worth individuals, estates, and businesses, overseeing approximately $96.5 million in discretionary client assets as of December 31, 2025. Services cover portfolio construction and ongoing management across individual equities, equity and index options, fixed income, exchange‑traded funds and cash equivalents. The firm tailors portfolios through client discussions and a risk‑tolerance questionnaire and bases security selection on economic, fundamental and valuation analysis informed by company filings and macroeconomic conditions. XLM emphasizes individual equity investing — typically limiting portfolios to about thirty securities — and employs active strategies including long‑ and short‑term purchases, trading, covered‑call writing, margin transactions and short sales. Distinctive features include a client roster concentrated among high‑net‑worth individuals rather than non‑HNW retail clients, and a deliberate preference for direct individual securities and options over mutual funds, which can lead to more concentrated holdings and potentially higher turnover. The firm also does not aggregate trades across client accounts and does not provide regular periodic reports, instead delivering reports on request or when material changes occur.

To learn more about the advisors currently working at XLM Capital Management, 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.