1230 ADVISORS, LLC

Overview

1230 Advisors, LLC is an independent registered investment adviser that focuses on portfolio management and financial planning for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and leans heavily toward public equity exposure as its primary allocation preference. Portfolio construction emphasizes separately managed and exchange-traded equity exposure, supported by third‑party mutual funds and selective use of external hedge funds to supplement core holdings. Most client relationships are managed on a discretionary basis, indicating the firm actively implements and rebalances portfolios on behalf of clients rather than acting solely in an advisory or consultative capacity. The firm was registered with the SEC in 2021 and is owned by an individual proprietor. It does not characterize itself as an ESG investor, does not operate as a multi-state adviser for regulatory purposes, and does not act as a pension consultant. Advisory services center on financial planning and ongoing portfolio management rather than institutional or large-scale capital allocation activities.

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Location & Offices