A complete list of active advisors currently associated with Stormbreaker Financial LLC

Warmer can help you find a great advisor at Stormbreaker Financial LLC or one who fits your needs even better.

Stormbreaker Financial provides discretionary investment management and portfolio supervision for individuals, high‑net‑worth clients, trusts and estates, delivering customized portfolio construction and ongoing oversight. Portfolios are typically composed primarily of exchange‑traded funds and may retain legacy positions or incorporate leveraged ETFs for certain clients when deemed appropriate. The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation while permitting shorter‑term trades or reallocations for rebalancing or client needs. Client accounts are executed through a custodian relationship and the advisor uses institutional platform tools for trading, reporting and operational support. Distinctive aspects include that the firm is newly formed and reported no assets under management or clients at the time of its initial filing, and it is operated by a sole founder who also maintains a separate full‑time role as an aviation flight instructor. The advisor discloses use of leveraged ETFs in some mandates, receives software and platform benefits from its custodian relationship, and does not manage proprietary funds or charge performance‑based fees.

To learn more about the advisors currently working at Stormbreaker Financial 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.