ACUMEN FINANCIAL ADVISORS, LLC

Overview

Acumen Financial Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Established as a limited liability company and SEC-registered since 2010, the firm is owned by an individual and uses a mix of fee models—percentage of AUM, hourly charges and fixed fees—to serve client needs. Investment activity tilts strongly toward equities: the firm lists an explicit preference for exchange-traded equities and constructs portfolios with that bias while supplementing client allocations with mutual funds and annuities for core exposure and specific client objectives. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices