Masdevallia LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,292,107
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$411,513
About
Masdevallia provides ongoing portfolio management and financial planning for individuals, high-net-worth clients, and business entities, building an investment policy statement tailored to each client's goals, risk tolerance, and time horizon. The firm also evaluates life and long-term-care insurance needs as part of planning and sells life insurance products, with any commissions disclosed to clients.
The adviser generally favors index funds for clarity and liquidity and uses a mix of modern portfolio theory, fundamental, cyclical, and charting analysis to set asset allocation and select investments. In addition to long- and short-term equity strategies, the firm employs options strategies (covered, cash‑secured, and spreads) for specific client objectives and hedging, and may trade options in managed client accounts.
Distinctive features of this small practice include managing a modest asset base for a limited number of clients while combining registered insurance activity with investment advisory services — a combination that is uncommon among peers. The firm manages all assets internally, requires use of a specific custodian for execution, provides regular custodian statements and quarterly reviews, and discloses potential conflicts such as insurance commissions and personal trading.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Real estate investing
Life insurance needs analysis
Fee options
0.75% annually
Insurance product commissions paid by insurance companies, typically 50-105% of first year’s premiums, no fees charged to clients
Account minimum: $50,000
Main office location
Masdevallia LLC
Youngstown OH, United States
Number of offices
1
Most active in
Masdevallia LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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 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")