Locust Capital Management, LLC is headquartered in Philadelphia, Pennsylvania. The founders decided to build a boutique wealth advisory firm that focuses on the ultimate goal of gaining the absolute trust of their clients. Having worked at numerous financial institutions (refer to biographies), the Partners decided that they wanted to be solely responsible for their clients as well as their own futures.

The firm’s approach to each client is customized and personal. Additionally, acting as our clients’ trusted advisor, we are hyper focused on preservation of capital and tax efficiency. We are chartered with treating our client’s money as if it were our own. We do not have proprietary products and our custody and clearing has been outsourced to Charles Schwab Institutional. Locust Capital’s core- satellite model is fully transparent and geared to exceed benchmark returns.

Locust Capital has demonstrated extraordinary success in accumulating a significant number of clients and assets under management. We have accomplished this feat by being objective and putting our clients’ needs first.

Locust Capital Management is based on the traditional belief that old-fashioned and honest hard work will be rewarded.