Poplar Forest Capital LLC

Poplar Forest Capital LLC (CRD# 145250) is a financial advisory firm headquartered in Pasadena, CA. They manage $1,318,211,837 in 527 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,318
    MILLION
  • Total Number of Accounts
    527
    ACCOUNTS
  • Average Account Value
    $2,501,351
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.

AZ, CA, CT, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NH, NJ, NY, OK, OR, PA, TX, VA, WA

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 30 years of experience in the finance industry.

2
Christopher E. Morphy
CRD#: 1260972
70 S. Lake Avenue, Suite 930, Pasadena, CA 91101
87
Wealthminder
score

Christopher Morphy (CRD# 1260972) is an Investment Advisor Representative working at Poplar Forest Capital LLC in Pasadena, CA and has 1 year of experience in the finance industry.

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