Poplar Forest Capital LLC

Poplar Forest Capital LLC (CRD# 145250) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,581,638,207 in 77 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,582
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $20,540,756
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MI, OR, TX

Financial Advisors at Poplar Forest Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
James D. Harvey
CRD#: 1514610
70 S. Lake Avenue, Suite 930, Pasadena, CA 91101
93
Wealthminder
score

James Harvey (CRD# 1514610) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has over 31 years of experience in the finance industry.

2
Christopher E. Morphy
CRD#: 1260972
70 S. Lake Avenue, Suite 930, Pasadena, CA 91101
89
Wealthminder
score

Christopher Morphy (CRD# 1260972) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has over 2 years of experience in the finance industry.

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