21:5 ADVISORS, LLC

Overview

21:5 Advisors, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, billing clients through a mix of percentage-of-AUM, hourly and fixed fees. Investment activity is equity‑centric: the firm prefers exchange‑traded equities as the core building blocks of client portfolios and manages the majority of assets on a discretionary basis. It does not position itself as an ESG specialist and does not identify as a multi‑state or pension consultant adviser. Portfolios appear structured around liquid equity exposure supplemented by traditional products such as mutual funds and annuities, with a targeted but limited allocation to third‑party real estate managers for alternative diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices