ADELMANN FINANCIAL, INC.

Overview

Adelmann Financial, Inc. is an independent registered investment adviser that serves individual and family clients alongside small institutional relationships. Its advisory focus centers on financial planning and portfolio management for individuals and small businesses, delivered through both discretionary and non‑discretionary mandates. The firm charges clients via a mix of asset‑based fees and fixed fees, which aligns with its emphasis on managed accounts and ongoing planning relationships. Strategically, Adelmann Financial leans toward pooled, publicly traded vehicles rather than concentrated single‑stock exposure. The firm does not identify as an active ESG investor. Its owner structure is individual ownership, and it operates as a single, independent RIA rather than a multi‑state or related adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices