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Nathan Abercrombie

Advisor at Legacy Ridge Capital Management, LLC

Updated today

Location

Westiminster, CO

Credentials

Series 65

Industry experience

5 years

About

Nathan Abercrombie is a financial advisor at Legacy Ridge Capital Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Janus Capital Group and produced The Stock Podcast, for which he retains ownership of the website content but has no current involvement. Legacy Ridge Capital Management provides discretionary portfolio management services to individual and high-net-worth investors, trusts, pension plans, and business entities, employing a research-driven, bottom-up investment approach with both separate accounts and a private limited partnership fund.

Client services

Based on Legacy Ridge Capital Management, LLC

Portfolio management

Expertise

Based on Legacy Ridge Capital Management, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management Tax-loss harvesting

Occupation focus

Based on Legacy Ridge Capital Management, LLC

Founder/Business Owner

Fee options

Performance-based

25% incentive allocation on net capital appreciation for Fund limited partners, subject to a 4% hurdle rate; no management fee for Fund; not offered for Separate Accounts

Other

Account minimum: $100,000 for Separate Accounts; $1,000,000 for limited partners in the Fund

Location

Westiminster, CO

Most active in

Colorado

Work history

Legacy Ridge Capital Management

2020 - Present (6 years)

The Stock Podcast

2018 - 2020 (2 years)

Janus Capital Group

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kevin M

CFP®, ChFC®, Series 63

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General retirement planning Retirement income strategy
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Denver, CO

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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Series 63, Series 65

Denver, CO

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Bart Skidmore is the principal of Skidmore Advisory Services, Inc. in Denver, CO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his firm since 2013. In addition, he is a licensed CPA and president of an accounting and tax firm since 2001, performing occasional tax work. He also serves as president of a property management company since 2007. Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools, political subdivisions, and small businesses. The firm tailors investment programs to clients’ objectives and risk tolerance, utilizing fundamental analysis and third-party research, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning services.

Income planning General tax planning Options & derivatives strategies
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Prince D

Series 63, Series 65

Aurora, CO

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Options & derivatives strategies Passive / index investing Active portfolio management
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Derek W

CFP®, Series 63, Series 65

Broomfield, CO

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Derek Wolff is a CFP® with 21 years of experience in financial advising. He has been the principal advisor at Wolff Financial Advisors, LLC since 2005. Wolff Financial Advisors, LLC provides discretionary portfolio management and comprehensive financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and other business entities. The firm constructs diversified portfolios using a combination of equity and fixed income securities, mutual funds, ETFs, and employs various analytical methods and trading strategies, including the active use of options and leveraged ETFs.

General tax planning Wealth management Income planning Disability insurance
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