ADVISOR FINANCIAL SERVICES, INC.

Overview

Advisor Financial Services, Inc. is an independent registered investment adviser that acts as both portfolio manager and capital allocator for individual, family and select institutional clients. The firm, owner-operated and SEC-registered in 2018, combines traditional financial planning and discretionary portfolio management for individuals and small businesses with a role as a selector of third‑party managers. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, and the firm also engages in publication of client communications and newsletters. Accounting services are part of the business activity footprint, suggesting integrated tax and reporting coordination with investment strategies. Investment behavior shows a clear tilt toward equities—specifically non‑exchange traded equity positions—while maintaining allocations to mutual funds for diversification. The firm is active as a capital allocator to outside managers and sponsors alternative investments across real estate, commodities and oil & gas to complement its equity exposure. ESG does not appear to be a driver of the investment process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices