Advisor at Acansa Investment Management Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Acansa Investment Management Group, LLC
Location
Tysons Corner, VA 22182
Credentials
Series 65
Industry experience
4 years
Steven Sandler is a Series 65-licensed financial advisor with six years of experience at Acansa Investment Management Group, LLC and 18 years at Crosswind Capital, LLC, where he previously served as CEO and currently serves as a director. He is based in Tysons Corner, VA. Sandler dedicates time to reviewing asset allocation strategies at Crosswind Capital outside of securities trading hours. Acansa Investment Management Group provides investment management and outsourced Chief Investment Officer services primarily to institutional clients such as foundations, endowments, non-profits, mission-oriented private organizations, and family offices. The firm generally manages accounts on a non-discretionary basis, focusing on manager selection, portfolio construction, and due diligence, with portfolios often allocated to private funds, separately managed accounts, and co-investment structures.
Based on Acansa Investment Management Group, LLC
Based on Acansa Investment Management Group, LLC
Additional fixed monthly fee up to $10,000 per month for customized consulting services
Up to 0.55% annually (varies by Client and circumstances)
Incentive fees paid in addition to management fees, as set forth in individual agreements; not all Clients are subject to performance fees
Account minimum: $50 million Minimum fee: Fixed dollar minimum may apply (specific amounts not stated)
8609 Westwood Center Drive, Suite 110
Tysons Corner, VA 22182
New York · Virginia
Acansa Investment Management Group, LLC
2020 - Present (6 years)
Crosswind Capital, LLC
2002 - 2020 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")