AFC WEALTH MANAGEMENT

Overview

AFC Wealth Management is a small, independent registered investment adviser that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm operates with a mix of fee arrangements — percentage-of-AUM, hourly charges and commissions — and also functions as an insurance broker, which suggests insurance products can be part of client solutions. AFC Wealth Management reports itself as a non–multi-state adviser and does not bill itself as an active ESG investor. The firm’s structure is owner-managed and it focuses on non-discretionary relationships, indicating that clients retain primary control over trading decisions while the adviser provides recommendations and planning. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client allocations. Given the firm’s small asset base and client count, its approach appears oriented toward model portfolios or third-party mutual fund solutions rather than significant direct-stock trading or extensive in-house SMA strategies. Advisory services emphasize personalized financial planning and portfolio guidance for individuals and small business owners, combined with insurance brokerage support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices