P
Platler Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,950,000
Total clients
53
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$527,358
About
Platler Capital Management LLC provides investment management, financial planning, and general consultation services to individuals, high-net-worth clients, trusts, estates, and individual retirement plan participants. Engagements may include an investment policy statement, ongoing monitoring, and periodic portfolio reporting or ad hoc consultations depending on client needs.
The firm manages client portfolios on a primarily non-discretionary basis, requiring client approval before effecting transactions and typically reviewing accounts annually while encouraging more frequent (quarterly) contact. Investment decisions draw on fundamental and technical analysis and may employ tactical asset allocation, cash as a strategic asset, long-term holding, and dollar-cost averaging.
As a small, single-advisor registered investment adviser with roughly $28 million in assets under management across about 53 client accounts, the firm’s emphasis on non-discretionary, client-directed trading is a notable divergence from most independent peers. The brochure also discloses that the managing member actively trades derivatives and underlying securities for personal accounts and that the firm does not take custody of client assets or exercise proxy voting for clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $100,000: 1.5% annually $100,001 - $1,000,000: 1.0% annually $1,000,001 - $2,500,000: 0.75% annually $2,500,001+: 0.5% annually
Negotiable hourly rate for General Consultation and Financial Planning services
Fee-only: Hourly rate, negotiable depending on client circumstances
Main office location
Platler Capital Management LLC
Bigfork MT, United States
Number of offices
1
Most active in
Platler Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Montana
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 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.
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")