WARWICK SHORE ADVISORS, LLC

Overview

Warwick Shore Advisors, LLC is an independent Registered Investment Adviser structured as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory business mixes financial planning, portfolio management for individuals and small businesses, pension consulting and educational activities such as seminars and periodic publications. Investment activity is centered on equity exposure: filings show a clear preference for exchange-traded equities as the primary allocation. The firm offers discretionary portfolio management while also maintaining some non-discretionary mandates and hourly or commission-based engagements. Its fee model is hybrid — percentage of AUM is the core, supplemented by hourly charges, commissions and performance-based fees — which points to both ongoing advisory relationships and episodic or transaction-based work. Warwick Shore Advisors does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser in regulatory disclosures. The combination of services suggests a small advisory firm that blends managed account programs with hands-on financial planning and educational outreach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices