A complete list of active advisors currently associated with Bancroft Booth Capital Advisors

Warmer can help you find a great advisor at Bancroft Booth Capital Advisors or one who fits your needs even better.

Bancroft Booth Capital Advisors provides discretionary asset management, comprehensive financial planning, and public seminars and workshops on investment topics. The firm states it will serve individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, though as of February 13, 2025 it reported no client assets under management and no advisory clients. The firm’s investment process is documented in a written Investment Policy Statement and emphasizes fundamental analysis, ongoing portfolio monitoring, and quarterly reviews and reporting; clients may impose written investment restrictions and receive periodic performance comparisons to benchmarks. Bancroft acts under a fiduciary standard, uses discretionary trading authority for managed accounts, and offers performance‑based arrangements to qualified clients. Notable features that distinguish the firm from many peers include an affiliated insurance practice—its principal is licensed as an insurance agent and may offer insurance products (an activity disclosed as occupying under 5% of time and disclosed as a potential conflict of interest)—and a program of no‑fee public educational seminars and workshops. The firm is newly formed (initial ADV filing in 2025) and emphasizes formalized governance documents (IPS and compliance procedures) common to larger managers while operating as a small, early‑stage advisory business.

To learn more about the advisors currently working at Bancroft Booth Capital Advisors, 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.