POPLAR FOREST CAPITAL LLC

PASADENA, California·3 registered advisors·CRD# 145250
SEC# 801-684550626-304-6000
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at POPLAR FOREST CAPITAL LLC

3 registered advisors
Christopher Evans Morphy
PASADENA, California
Drew Wayne Taylor
PASADENA, California
James Dale Harvey
PASADENA, California
05

Office Locations

PASADENA, California
3 advisors

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Data sourced from SEC Form ADV filings. POPLAR FOREST CAPITAL LLC (CRD# 145250) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.