5280 Associates

Overview

5280 Associates is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services — indicating a hybrid model that combines direct portfolio oversight with the ability to allocate to outside advisers or sub‑managers. Fee arrangements include both a percentage-of-AUM component and fixed fees. 5280 Associates does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices