5thn Financial LLC

Overview

5thn Financial LLC is a very small advisory firm that focuses on portfolio management for individuals and small businesses. The firm operates as a limited liability company and charges clients on a percentage-of-assets basis. Its client base is concentrated in individual and family accounts rather than institutional or retirement-plan sponsors. Business activity is listed as financial-product sales, and the adviser is not positioned as an ESG investor or a multi-state adviser. Investment preferences skew toward liquid, tradable equity exposures. With limited total assets, the firm appears to manage compact, concentrated portfolios for a handful of clients and combines traditional equity capital with insurance-linked products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices