ACUTE INVESTMENT ADVISORY

Overview

Acute Investment Advisory is a privately owned limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2022 and serves primarily individual and family clients. It positions itself as a capital allocator: managing portfolios directly and selecting third‑party managers when appropriate. Core advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, along with the selection of other advisers. Compensation is fee‑based (percentage of assets under management) with some other fee arrangements also used. The firm does not self‑identify as an active ESG investor and reports an affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives