4D FINANCIAL ADVISORS, LLC

Overview

4d Financial Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients through fee-based financial planning and portfolio management. The firm is owner-operated and structures client engagements primarily as percentage-of-AUM and fixed-fee arrangements. Its stated advisory activity centers on financial planning and portfolio management for individuals and small businesses rather than institutional or pension consulting work. The firm is not an active ESG investor, does not act as a capital allocator, and does not present itself as a multi-state or related adviser. Portfolio construction priorities show a strong tilt toward publicly traded equities and exchange-traded instruments. That equity bias drives the bulk of client exposure and informs how the firm implements its discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices