ADVISOR.COM

Overview

AdvisoR.com is an independent registered investment adviser that began SEC registration in 2023 and operates as a domestic corporation focused on individual and family clients. The firm describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Fee arrangements include percentage-of-AUM charges, fixed fees and other fee structures. Investment activity is concentrated in publicly traded equities: the firm’s ADV shows a clear preference for equity exposure and lists exchange-traded equities as the primary asset type. AdvisoR.com does not identify itself as an active ESG investor. The firm operates primarily in a non-discretionary capacity, meaning client approval and direction play a substantial role in trade execution and position changes.

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Public Holdings

Investments & Alternatives

Location & Offices