Aeternum Advisors

Overview

Aeternum Advisors operates as a small, privately held advisory and insurance broker that leans toward equity-centered portfolios while offering insurance-linked solutions. The firm charges fees as a percentage of assets under management and reports a client-facing model that is non-discretionary: clients retain trading authority while Aeternum provides portfolio advice, pension consulting and educational workshops. Their stated activity set includes portfolio management for individuals and small businesses, alongside insurance brokerage, which helps explain their use of annuity products alongside traditional investment vehicles. Investment preference is tilted toward liquid, exchange‑traded exposure as the primary allocation tool, with commodity exposure accessed through third‑party alternative managers rather than direct principal investing. Aeternum does not flag itself as an ESG investor and is structured as a single‑state, single‑office LLC serving a concentrated set of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices