A complete list of active advisors currently associated with SDC Advisory, LLC
Warmer can help you find a great advisor at SDC Advisory, LLC or one who fits your needs even better.
SDC Advisory primarily serves pooled vehicles and institutional clients while also offering wealth management and financial planning to individuals and investment companies. The firm provides discretionary portfolio management, standalone financial planning, and is registered to act as a commodity trading advisor. Its investment approach is systematic and derivatives‑focused, employing option‑based volatility and time‑premium strategies, trend‑following models, and S&P 500 index‑enhancement techniques across equities, ETFs, futures and options. Fee arrangements include percentage‑of‑assets management fees and performance fees, and the firm also offers hourly billing for standalone financial planning engagements — an arrangement that is uncommon for firms in this category. Distinctive aspects include the firm’s CFTC registration as a CTA and the principal’s licensure as a certified public accountant, which supports an unusual combination of derivatives trading and in‑house accounting/tax services. At the time of filing the firm reported no regulatory assets under management and operates with a small advisory team, reflecting an early‑stage manager profile compared with larger peers.
To learn more about the advisors currently working at SDC Advisory, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ann Arbor, MI
| 2
|
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