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    The RIA Decision-Makers List

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    Real decision-makers, ready to reach

    Every entry is a vetted contact at a registered investment advisory firm. Names, firms, and titles are included — direct phone numbers and emails unlock the moment you download.

    RIA Decision-Makers List
    NameCompanyPosition
    Marcus Halvorsen
    Cedar Ridge Advisory
    Managing Partner
    Priya Nadkarni
    Brightwater Capital
    Chief Investment Officer
    Devon Castillo
    Northpoint Wealth Group
    Founder & CEO
    Eleanor Whitfield
    Summit Crest Partners
    Principal
    Theo Vasquez
    Maple & Stone Advisors
    Director of Investments
    Hana Lindqvist
    Vantage Harbor Financial Group
    Chief Financial Officer
    Roland Ashby
    Sterling Oak Asset Mgmt
    Managing Director
    Camille Okonkwo
    Beacon Hill Private Capital
    Founder
    Julian Pruett
    Ironwood Wealth Advisory
    President
    Sofia Marchetti
    Lakeshore Trust Partners
    Partner
    Garrett Mainwaring
    Highland Bridge Wealth
    Chief Executive Officer
    Aisha Rahimi
    Quartz Peak Capital Partners
    Head of Advisory
    Bennett Calloway
    Riverstone Investment Group
    Co-Founder
    Naomi Sutherland
    Evergreen Trust Advisory
    CFO
    Felix Dorsey
    Granite Cove Capital
    Principal Advisor
    Lucia Fontaine
    Westgate Wealth Group
    Senior Wealth Advisor
    Adrian Beaumont
    Silver Birch Partners
    Managing Partner
    Mira Espinoza
    Copper Canyon Advisors
    Chief Investment Officer
    Caleb Kowalski
    Harbor Point Financial Group
    Founder & CEO
    Yara Adeyemi
    Meridian Asset Mgmt
    Principal
    Donovan Thornbury
    Blackstone Row Private Capital
    Director of Investments
    Selene Delacroix
    Fairhaven Wealth Advisory
    Chief Financial Officer
    Harrison Sandoval
    Goldenrod Trust Partners
    Managing Director
    Noor Larkin
    Pinewood Wealth
    Founder
    Emmett Petrov
    Ashford Capital Partners
    President
    Tessa Montgomery
    Stonegate Investment Group
    Partner
    Rafael Castellano
    Clearview Advisory
    Chief Executive Officer
    Ingrid Bridgewater
    Windermere Capital
    Head of Advisory
    Quentin Yamamoto
    Hawthorne Wealth Group
    Co-Founder
    Dahlia Ellsworth
    Larkspur Partners
    CFO
    Lorenzo Cavanaugh
    Redwood Advisors
    Principal Advisor
    Beatrix Rosales
    Cobalt Financial Group
    Senior Wealth Advisor
    Soren Whitaker
    Thornfield Asset Mgmt
    Managing Partner
    Imani Lindgren
    Crestline Private Capital
    Chief Investment Officer
    Augustus Fairbanks
    Saffron Wealth Advisory
    Founder & CEO
    Freya Achterberg
    Birchwood Trust Partners
    Principal
    Malcolm Donnelly
    Marbury Wealth
    Director of Investments
    Anika Sinclair
    Cedar Ridge Capital Partners
    Chief Financial Officer
    Vaughn Vance
    Brightwater Investment Group
    Managing Director
    Celeste Hollings
    Northpoint Advisory
    Founder
    Desmond Ramaswamy
    Summit Crest Capital
    President
    Marcus Brennan
    Maple & Stone Wealth Group
    Partner
    Priya Wexford
    Vantage Harbor Partners
    Chief Executive Officer
    Devon Halvorsen
    Sterling Oak Advisors
    Head of Advisory
    Eleanor Nadkarni
    Beacon Hill Financial Group
    Co-Founder
    Theo Castillo
    Ironwood Asset Mgmt
    CFO
    Hana Whitfield
    Lakeshore Private Capital
    Principal Advisor
    Roland Vasquez
    Highland Bridge Wealth Advisory
    Senior Wealth Advisor
    Camille Lindqvist
    Quartz Peak Trust Partners
    Managing Partner
    Julian Ashby
    Riverstone Wealth
    Chief Investment Officer
    Sofia Okonkwo
    Evergreen Trust Capital Partners
    Founder & CEO
    Garrett Pruett
    Granite Cove Investment Group
    Principal
    Aisha Marchetti
    Westgate Advisory
    Director of Investments
    Bennett Mainwaring
    Silver Birch Capital
    Chief Financial Officer
    Naomi Rahimi
    Copper Canyon Wealth Group
    Managing Director
    Felix Calloway
    Harbor Point Partners
    Founder
    Lucia Sutherland
    Meridian Advisors
    President
    Adrian Dorsey
    Blackstone Row Financial Group
    Partner
    Mira Fontaine
    Fairhaven Asset Mgmt
    Chief Executive Officer
    Caleb Beaumont
    Goldenrod Private Capital
    Head of Advisory
    Yara Espinoza
    Pinewood Wealth Advisory
    Co-Founder
    Donovan Kowalski
    Ashford Trust Partners
    CFO
    Selene Adeyemi
    Stonegate Wealth
    Principal Advisor
    Harrison Thornbury
    Clearview Capital Partners
    Senior Wealth Advisor
    Noor Delacroix
    Windermere Investment Group
    Managing Partner
    Emmett Sandoval
    Hawthorne Advisory
    Chief Investment Officer
    Tessa Larkin
    Larkspur Capital
    Founder & CEO
    Rafael Petrov
    Redwood Wealth Group
    Principal
    Ingrid Montgomery
    Cobalt Partners
    Director of Investments
    Quentin Castellano
    Thornfield Advisors
    Chief Financial Officer
    Dahlia Bridgewater
    Crestline Financial Group
    Managing Director
    Lorenzo Yamamoto
    Saffron Asset Mgmt
    Founder
    Beatrix Ellsworth
    Birchwood Private Capital
    President
    Soren Cavanaugh
    Marbury Wealth Advisory
    Partner
    Imani Rosales
    Cedar Ridge Trust Partners
    Chief Executive Officer
    Augustus Whitaker
    Brightwater Wealth
    Head of Advisory
    Freya Lindgren
    Northpoint Capital Partners
    Co-Founder
    Malcolm Fairbanks
    Summit Crest Investment Group
    CFO
    Anika Achterberg
    Maple & Stone Advisory
    Principal Advisor
    Vaughn Donnelly
    Vantage Harbor Capital
    Senior Wealth Advisor
    Celeste Sinclair
    Sterling Oak Wealth Group
    Managing Partner
    Desmond Vance
    Beacon Hill Partners
    Chief Investment Officer
    Marcus Hollings
    Ironwood Advisors
    Founder & CEO
    Priya Ramaswamy
    Lakeshore Financial Group
    Principal
    Devon Brennan
    Highland Bridge Asset Mgmt
    Director of Investments
    Eleanor Wexford
    Quartz Peak Private Capital
    Chief Financial Officer
    Theo Halvorsen
    Riverstone Wealth Advisory
    Managing Director
    Hana Nadkarni
    Evergreen Trust Trust Partners
    Founder
    Roland Castillo
    Granite Cove Wealth
    President
    Camille Whitfield
    Westgate Capital Partners
    Partner
    Julian Vasquez
    Silver Birch Investment Group
    Chief Executive Officer
    Sofia Lindqvist
    Copper Canyon Advisory
    Head of Advisory
    Garrett Ashby
    Harbor Point Capital
    Co-Founder
    Aisha Okonkwo
    Meridian Wealth Group
    CFO
    Bennett Pruett
    Blackstone Row Partners
    Principal Advisor
    Naomi Marchetti
    Fairhaven Advisors
    Senior Wealth Advisor
    Felix Mainwaring
    Goldenrod Financial Group
    Managing Partner
    Lucia Rahimi
    Pinewood Asset Mgmt
    Chief Investment Officer
    Adrian Calloway
    Ashford Private Capital
    Founder & CEO
    Mira Sutherland
    Stonegate Wealth Advisory
    Principal
    Caleb Dorsey
    Clearview Trust Partners
    Director of Investments
    Yara Fontaine
    Windermere Wealth
    Chief Financial Officer
    Donovan Beaumont
    Hawthorne Capital Partners
    Managing Director
    Selene Espinoza
    Larkspur Investment Group
    Founder
    Harrison Kowalski
    Redwood Advisory
    President
    Noor Adeyemi
    Cobalt Capital
    Partner
    Emmett Thornbury
    Thornfield Wealth Group
    Chief Executive Officer
    Tessa Delacroix
    Crestline Partners
    Head of Advisory
    Rafael Sandoval
    Saffron Advisors
    Co-Founder
    Ingrid Larkin
    Birchwood Financial Group
    CFO
    Quentin Petrov
    Marbury Asset Mgmt
    Principal Advisor
    Dahlia Montgomery
    Cedar Ridge Private Capital
    Senior Wealth Advisor
    Lorenzo Castellano
    Brightwater Wealth Advisory
    Managing Partner
    Beatrix Bridgewater
    Northpoint Trust Partners
    Chief Investment Officer
    Soren Yamamoto
    Summit Crest Wealth
    Founder & CEO
    Imani Ellsworth
    Maple & Stone Capital Partners
    Principal
    Augustus Cavanaugh
    Vantage Harbor Investment Group
    Director of Investments
    Freya Rosales
    Sterling Oak Advisory
    Chief Financial Officer
    Malcolm Whitaker
    Beacon Hill Capital
    Managing Director
    Anika Lindgren
    Ironwood Wealth Group
    Founder
    Vaughn Fairbanks
    Lakeshore Partners
    President
    Celeste Achterberg
    Highland Bridge Advisors
    Partner
    Desmond Donnelly
    Quartz Peak Financial Group
    Chief Executive Officer
    Marcus Sinclair
    Riverstone Asset Mgmt
    Head of Advisory
    Priya Vance
    Evergreen Trust Private Capital
    Co-Founder
    Devon Hollings
    Granite Cove Wealth Advisory
    CFO
    Eleanor Ramaswamy
    Westgate Trust Partners
    Principal Advisor
    Theo Brennan
    Silver Birch Wealth
    Senior Wealth Advisor
    Hana Wexford
    Copper Canyon Capital Partners
    Managing Partner
    Roland Halvorsen
    Harbor Point Investment Group
    Chief Investment Officer
    Camille Nadkarni
    Meridian Advisory
    Founder & CEO
    Julian Castillo
    Blackstone Row Capital
    Principal
    Sofia Whitfield
    Fairhaven Wealth Group
    Director of Investments
    Garrett Vasquez
    Goldenrod Partners
    Chief Financial Officer
    Aisha Lindqvist
    Pinewood Advisors
    Managing Director
    Bennett Ashby
    Ashford Financial Group
    Founder
    Naomi Okonkwo
    Stonegate Asset Mgmt
    President
    Felix Pruett
    Clearview Private Capital
    Partner
    Lucia Marchetti
    Windermere Wealth Advisory
    Chief Executive Officer
    Adrian Mainwaring
    Hawthorne Trust Partners
    Head of Advisory
    Mira Rahimi
    Larkspur Wealth
    Co-Founder
    Caleb Calloway
    Redwood Capital Partners
    CFO
    Yara Sutherland
    Cobalt Investment Group
    Principal Advisor
    Donovan Dorsey
    Thornfield Advisory
    Senior Wealth Advisor
    Selene Fontaine
    Crestline Capital
    Managing Partner
    Harrison Beaumont
    Saffron Wealth Group
    Chief Investment Officer
    Noor Espinoza
    Birchwood Partners
    Founder & CEO
    Emmett Kowalski
    Marbury Advisors
    Principal
    Tessa Adeyemi
    Cedar Ridge Financial Group
    Director of Investments
    Rafael Thornbury
    Brightwater Asset Mgmt
    Chief Financial Officer
    Ingrid Delacroix
    Northpoint Private Capital
    Managing Director
    Quentin Sandoval
    Summit Crest Wealth Advisory
    Founder
    Dahlia Larkin
    Maple & Stone Trust Partners
    President
    Lorenzo Petrov
    Vantage Harbor Wealth
    Partner
    Beatrix Montgomery
    Sterling Oak Capital Partners
    Chief Executive Officer
    Soren Castellano
    Beacon Hill Investment Group
    Head of Advisory
    Imani Bridgewater
    Ironwood Advisory
    Co-Founder
    Augustus Yamamoto
    Lakeshore Capital
    CFO
    Freya Ellsworth
    Highland Bridge Wealth Group
    Principal Advisor
    Malcolm Cavanaugh
    Quartz Peak Partners
    Senior Wealth Advisor
    Marcus Halvorsen
    Cedar Ridge Advisory
    Managing Partner
    Priya Nadkarni
    Brightwater Capital
    Chief Investment Officer
    Devon Castillo
    Northpoint Wealth Group
    Founder & CEO
    Eleanor Whitfield
    Summit Crest Partners
    Principal
    Theo Vasquez
    Maple & Stone Advisors
    Director of Investments
    Hana Lindqvist
    Vantage Harbor Financial Group
    Chief Financial Officer
    Roland Ashby
    Sterling Oak Asset Mgmt
    Managing Director
    Camille Okonkwo
    Beacon Hill Private Capital
    Founder
    Julian Pruett
    Ironwood Wealth Advisory
    President
    Sofia Marchetti
    Lakeshore Trust Partners
    Partner
    Garrett Mainwaring
    Highland Bridge Wealth
    Chief Executive Officer
    Aisha Rahimi
    Quartz Peak Capital Partners
    Head of Advisory
    Bennett Calloway
    Riverstone Investment Group
    Co-Founder
    Naomi Sutherland
    Evergreen Trust Advisory
    CFO
    Felix Dorsey
    Granite Cove Capital
    Principal Advisor
    Lucia Fontaine
    Westgate Wealth Group
    Senior Wealth Advisor
    Adrian Beaumont
    Silver Birch Partners
    Managing Partner
    Mira Espinoza
    Copper Canyon Advisors
    Chief Investment Officer
    Caleb Kowalski
    Harbor Point Financial Group
    Founder & CEO
    Yara Adeyemi
    Meridian Asset Mgmt
    Principal
    Donovan Thornbury
    Blackstone Row Private Capital
    Director of Investments
    Selene Delacroix
    Fairhaven Wealth Advisory
    Chief Financial Officer
    Harrison Sandoval
    Goldenrod Trust Partners
    Managing Director
    Noor Larkin
    Pinewood Wealth
    Founder
    Emmett Petrov
    Ashford Capital Partners
    President
    Tessa Montgomery
    Stonegate Investment Group
    Partner
    Rafael Castellano
    Clearview Advisory
    Chief Executive Officer
    Ingrid Bridgewater
    Windermere Capital
    Head of Advisory
    Quentin Yamamoto
    Hawthorne Wealth Group
    Co-Founder
    Dahlia Ellsworth
    Larkspur Partners
    CFO
    Lorenzo Cavanaugh
    Redwood Advisors
    Principal Advisor
    Beatrix Rosales
    Cobalt Financial Group
    Senior Wealth Advisor
    Soren Whitaker
    Thornfield Asset Mgmt
    Managing Partner
    Imani Lindgren
    Crestline Private Capital
    Chief Investment Officer
    Augustus Fairbanks
    Saffron Wealth Advisory
    Founder & CEO
    Freya Achterberg
    Birchwood Trust Partners
    Principal
    Malcolm Donnelly
    Marbury Wealth
    Director of Investments
    Anika Sinclair
    Cedar Ridge Capital Partners
    Chief Financial Officer
    Vaughn Vance
    Brightwater Investment Group
    Managing Director
    Celeste Hollings
    Northpoint Advisory
    Founder
    Desmond Ramaswamy
    Summit Crest Capital
    President
    Marcus Brennan
    Maple & Stone Wealth Group
    Partner
    Priya Wexford
    Vantage Harbor Partners
    Chief Executive Officer
    Devon Halvorsen
    Sterling Oak Advisors
    Head of Advisory
    Eleanor Nadkarni
    Beacon Hill Financial Group
    Co-Founder
    Theo Castillo
    Ironwood Asset Mgmt
    CFO
    Hana Whitfield
    Lakeshore Private Capital
    Principal Advisor
    Roland Vasquez
    Highland Bridge Wealth Advisory
    Senior Wealth Advisor
    Camille Lindqvist
    Quartz Peak Trust Partners
    Managing Partner
    Julian Ashby
    Riverstone Wealth
    Chief Investment Officer
    Sofia Okonkwo
    Evergreen Trust Capital Partners
    Founder & CEO
    Garrett Pruett
    Granite Cove Investment Group
    Principal
    Aisha Marchetti
    Westgate Advisory
    Director of Investments
    Bennett Mainwaring
    Silver Birch Capital
    Chief Financial Officer
    Naomi Rahimi
    Copper Canyon Wealth Group
    Managing Director
    Felix Calloway
    Harbor Point Partners
    Founder
    Lucia Sutherland
    Meridian Advisors
    President
    Adrian Dorsey
    Blackstone Row Financial Group
    Partner
    Mira Fontaine
    Fairhaven Asset Mgmt
    Chief Executive Officer
    Caleb Beaumont
    Goldenrod Private Capital
    Head of Advisory
    Yara Espinoza
    Pinewood Wealth Advisory
    Co-Founder
    Donovan Kowalski
    Ashford Trust Partners
    CFO
    Selene Adeyemi
    Stonegate Wealth
    Principal Advisor
    Harrison Thornbury
    Clearview Capital Partners
    Senior Wealth Advisor
    Noor Delacroix
    Windermere Investment Group
    Managing Partner
    Emmett Sandoval
    Hawthorne Advisory
    Chief Investment Officer
    Tessa Larkin
    Larkspur Capital
    Founder & CEO
    Rafael Petrov
    Redwood Wealth Group
    Principal
    Ingrid Montgomery
    Cobalt Partners
    Director of Investments
    Quentin Castellano
    Thornfield Advisors
    Chief Financial Officer
    Dahlia Bridgewater
    Crestline Financial Group
    Managing Director
    Lorenzo Yamamoto
    Saffron Asset Mgmt
    Founder
    Beatrix Ellsworth
    Birchwood Private Capital
    President
    Soren Cavanaugh
    Marbury Wealth Advisory
    Partner
    Imani Rosales
    Cedar Ridge Trust Partners
    Chief Executive Officer
    Augustus Whitaker
    Brightwater Wealth
    Head of Advisory
    Freya Lindgren
    Northpoint Capital Partners
    Co-Founder
    Malcolm Fairbanks
    Summit Crest Investment Group
    CFO
    Anika Achterberg
    Maple & Stone Advisory
    Principal Advisor
    Vaughn Donnelly
    Vantage Harbor Capital
    Senior Wealth Advisor
    Celeste Sinclair
    Sterling Oak Wealth Group
    Managing Partner
    Desmond Vance
    Beacon Hill Partners
    Chief Investment Officer
    Marcus Hollings
    Ironwood Advisors
    Founder & CEO
    Priya Ramaswamy
    Lakeshore Financial Group
    Principal
    Devon Brennan
    Highland Bridge Asset Mgmt
    Director of Investments
    Eleanor Wexford
    Quartz Peak Private Capital
    Chief Financial Officer
    Theo Halvorsen
    Riverstone Wealth Advisory
    Managing Director
    Hana Nadkarni
    Evergreen Trust Trust Partners
    Founder
    Roland Castillo
    Granite Cove Wealth
    President
    Camille Whitfield
    Westgate Capital Partners
    Partner
    Julian Vasquez
    Silver Birch Investment Group
    Chief Executive Officer
    Sofia Lindqvist
    Copper Canyon Advisory
    Head of Advisory
    Garrett Ashby
    Harbor Point Capital
    Co-Founder
    Aisha Okonkwo
    Meridian Wealth Group
    CFO
    Bennett Pruett
    Blackstone Row Partners
    Principal Advisor
    Naomi Marchetti
    Fairhaven Advisors
    Senior Wealth Advisor
    Felix Mainwaring
    Goldenrod Financial Group
    Managing Partner
    Lucia Rahimi
    Pinewood Asset Mgmt
    Chief Investment Officer
    Adrian Calloway
    Ashford Private Capital
    Founder & CEO
    Mira Sutherland
    Stonegate Wealth Advisory
    Principal
    Caleb Dorsey
    Clearview Trust Partners
    Director of Investments
    Yara Fontaine
    Windermere Wealth
    Chief Financial Officer
    Donovan Beaumont
    Hawthorne Capital Partners
    Managing Director
    Selene Espinoza
    Larkspur Investment Group
    Founder
    Harrison Kowalski
    Redwood Advisory
    President
    Noor Adeyemi
    Cobalt Capital
    Partner
    Emmett Thornbury
    Thornfield Wealth Group
    Chief Executive Officer
    Tessa Delacroix
    Crestline Partners
    Head of Advisory
    Rafael Sandoval
    Saffron Advisors
    Co-Founder
    Ingrid Larkin
    Birchwood Financial Group
    CFO
    Quentin Petrov
    Marbury Asset Mgmt
    Principal Advisor
    Dahlia Montgomery
    Cedar Ridge Private Capital
    Senior Wealth Advisor
    Lorenzo Castellano
    Brightwater Wealth Advisory
    Managing Partner
    Beatrix Bridgewater
    Northpoint Trust Partners
    Chief Investment Officer
    Soren Yamamoto
    Summit Crest Wealth
    Founder & CEO
    Imani Ellsworth
    Maple & Stone Capital Partners
    Principal
    Augustus Cavanaugh
    Vantage Harbor Investment Group
    Director of Investments
    Freya Rosales
    Sterling Oak Advisory
    Chief Financial Officer
    Malcolm Whitaker
    Beacon Hill Capital
    Managing Director
    Anika Lindgren
    Ironwood Wealth Group
    Founder
    Vaughn Fairbanks
    Lakeshore Partners
    President
    Celeste Achterberg
    Highland Bridge Advisors
    Partner
    Desmond Donnelly
    Quartz Peak Financial Group
    Chief Executive Officer
    Marcus Sinclair
    Riverstone Asset Mgmt
    Head of Advisory
    Priya Vance
    Evergreen Trust Private Capital
    Co-Founder
    Devon Hollings
    Granite Cove Wealth Advisory
    CFO
    Eleanor Ramaswamy
    Westgate Trust Partners
    Principal Advisor
    Theo Brennan
    Silver Birch Wealth
    Senior Wealth Advisor
    Hana Wexford
    Copper Canyon Capital Partners
    Managing Partner
    Roland Halvorsen
    Harbor Point Investment Group
    Chief Investment Officer
    Camille Nadkarni
    Meridian Advisory
    Founder & CEO
    Julian Castillo
    Blackstone Row Capital
    Principal
    Sofia Whitfield
    Fairhaven Wealth Group
    Director of Investments
    Garrett Vasquez
    Goldenrod Partners
    Chief Financial Officer
    Aisha Lindqvist
    Pinewood Advisors
    Managing Director
    Bennett Ashby
    Ashford Financial Group
    Founder
    Naomi Okonkwo
    Stonegate Asset Mgmt
    President
    Felix Pruett
    Clearview Private Capital
    Partner
    Lucia Marchetti
    Windermere Wealth Advisory
    Chief Executive Officer
    Adrian Mainwaring
    Hawthorne Trust Partners
    Head of Advisory
    Mira Rahimi
    Larkspur Wealth
    Co-Founder
    Caleb Calloway
    Redwood Capital Partners
    CFO
    Yara Sutherland
    Cobalt Investment Group
    Principal Advisor
    Donovan Dorsey
    Thornfield Advisory
    Senior Wealth Advisor
    Selene Fontaine
    Crestline Capital
    Managing Partner
    Harrison Beaumont
    Saffron Wealth Group
    Chief Investment Officer
    Noor Espinoza
    Birchwood Partners
    Founder & CEO
    Emmett Kowalski
    Marbury Advisors
    Principal
    Tessa Adeyemi
    Cedar Ridge Financial Group
    Director of Investments
    Rafael Thornbury
    Brightwater Asset Mgmt
    Chief Financial Officer
    Ingrid Delacroix
    Northpoint Private Capital
    Managing Director
    Quentin Sandoval
    Summit Crest Wealth Advisory
    Founder
    Dahlia Larkin
    Maple & Stone Trust Partners
    President
    Lorenzo Petrov
    Vantage Harbor Wealth
    Partner
    Beatrix Montgomery
    Sterling Oak Capital Partners
    Chief Executive Officer
    Soren Castellano
    Beacon Hill Investment Group
    Head of Advisory
    Imani Bridgewater
    Ironwood Advisory
    Co-Founder
    Augustus Yamamoto
    Lakeshore Capital
    CFO
    Freya Ellsworth
    Highland Bridge Wealth Group
    Principal Advisor
    Malcolm Cavanaugh
    Quartz Peak Partners
    Senior Wealth Advisor

    Sample preview. Names and firms shown are illustrative placeholders. Phone numbers and emails are unlocked in your download.

    All the data contained within this website is as of 2026 unless otherwise noted. The material on this website is intended for informational purposes only, does not constitute investment advice or analysis, or a recommendation, or an offer of solicitation, and is not the basis for any contract or other agreement to make any investment, or for Andrew LeBaron, LeBaron Capital Partners, LLC, or any of their affiliated entities to enter into or arrange any type of transaction. Nothing on this website should be construed as a guarantee of any particular outcome or result.

    Past Performance: Any performance data or comments expressed on this website are an indication of past performance. Past performance is not indicative of future results, and no representation is being made that any investment will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. All investments carry risk, including the potential loss of principal.

    Forward-Looking Statements: The contents of this website may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the real estate industry, the financial industry, the economy, Andrew LeBaron, LeBaron Capital Partners, LLC, and their affiliated entities and investments. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements. Furthermore, Andrew LeBaron and LeBaron Capital Partners, LLC undertake no obligation to update, amend or clarify forward-looking statements, whether as a result of new information, future events or otherwise.

    No Professional Advice: The information provided on this website does not constitute legal, tax, accounting, or other professional advice. You should consult your own professional advisors before making any investment decisions. Andrew LeBaron and LeBaron Capital Partners, LLC are not registered investment advisors, broker-dealers, or financial planners.