Ward Capital Management LLC

Overview

Ward Capital Management LLC is a small, owner-operated independent registered investment adviser that serves individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses, and select business/institutional clients, and it also provides pension consulting services. Fee arrangements include a percentage of assets under management and commission-based products, and the firm manages both discretionary and non-discretionary mandates. Ward Capital displays a clear tilt toward publicly traded equities as its primary implementation vehicle and does not position itself as an ESG-focused allocator or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices