A complete list of active advisors currently associated with 2201 Capital, LLC

Warmer can help you find a great advisor at 2201 Capital, LLC or one who fits your needs even better.

2201 Capital, LLC provides ongoing portfolio management and prepares Investment Policy Statements for clients the firm lists as individuals, high‑net‑worth individuals, charitable organizations and business entities. The firm generally manages accounts on a discretionary basis and reported zero assets under management as of February 2026. The firm’s investment process combines technical and fundamental methods — including charting, cyclical, quantitative analysis and modern portfolio theory — and it employs both long‑term and short‑term trading across a wide range of instruments such as mutual funds, fixed income, real estate funds (including REITs), ETFs, hedge funds, private equity, venture capital, commodities and TIPS. 2201 Capital states it seeks fair allocation of limited‑supply opportunities (for example IPOs), may obtain discretionary trading authority, and requires clients to use specified custodians for execution and custody. Notable distinctions are the principals’ outside activities: one principal practices law and another acts as a real estate broker, while another principal has interests in an exempt reporting adviser and serves as manager/director of a private fund; the brochure discloses these roles may create conflicts of interest and says client approval will be sought for related investments. The firm also notes it was recently formed and does not engage third‑party investment managers, indicating it intends to source and manage both public and private investments in‑house while documenting conflicts through its Code of Ethics and client consent processes.

To learn more about the advisors currently working at 2201 Capital, LLC, 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.