Zhidi Luo
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management to individuals and a range of other clients, including high‑net‑worth individuals, pension and profit‑sharing plans, charitable organizations, trusts, estates, and corporations. It offers advice across equities, fixed income, mutual funds, ETFs, and REITs, and may also provide guidance on investments clients already hold.
The firm’s investment process blends technical methods (charting, technical, and cyclical analysis) with fundamental analysis and employs both short‑ and long‑term purchase strategies, typically managing accounts on a discretionary basis under written authority. It recommends Interactive Brokers as custodian and generally directs clients to that broker; clients receive custodian trade confirmations and quarterly statements, while the firm does not routinely deliver separate written reports.
Distinctively, despite being newly formed and reporting no assets under management or active advisory staff to date, the firm explicitly offers portfolio management for individual clients while not acting as a private‑fund adviser — a combination that is uncommon among firms in this registry category. The principal’s academic and quantitative background, including advanced degrees and experience in biostatistics and financial mathematics, informs the firm’s analytic approach and may appeal to clients seeking research‑oriented, quantitatively informed advice.
Client services
Expertise
Fee options
$0 - $120,000: 1.50% annually $120,000+: 1.00% annually
Main office
Chicago IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")