626 FINANCIAL, LLC

Overview

626 Financial, LLC is an independent registered investment adviser that manages client relationships primarily on a percentage-of-AUM fee basis. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Since its SEC registration in 2021, the firm’s stated investment preference is equity-focused, with a clear tilt toward exchange-traded securities while maintaining exposure to third‑party alternative managers where appropriate. Investment activity shows a mix of direct equity positions and ETF allocations, with active use of dividend-focused and broad-market ETFs. Manager allocation interest centers on equity managers and selected external alternatives—primarily hedge funds, direct real estate strategies and REITs—used to complement core equity holdings and diversify portfolio risk. Mutual funds are also used as supplemental building blocks in client accounts.

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Location & Offices