Able Money LLC

Overview

Able Money LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients on a fee‑based, percentage‑of‑AUM model. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator, including selection of third‑party advisers. It is not positioned as an ESG investor, does not operate as a multi‑state adviser according to filings, and is not engaged in pension consulting. Investment activity centers on diversified public fund exposure supplemented by targeted alternative allocations. The firm uses mutual funds and other public pooled vehicles as the primary building blocks for client portfolios, while retaining the ability to allocate to external alternative fund managers in real estate, commodities and oil & gas. Able Money also makes use of annuities and corporate debt where appropriate and uses third‑party managers for specialty exposures when it determines client objectives warrant an outside allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices