AGP FRANKLIN, LLC

Overview

AGP Franklin, LLC is an independent, individual-owned registered investment adviser focused on serving individuals and families through fee-based portfolio management and financial planning. The firm charges a percentage-of-AUM fee schedule and operates primarily as a capital allocator: it builds client portfolios directly while also selecting third‑party managers when appropriate. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers for specialized mandates. Investment orientation is equity‑centric with a preference for liquid, exchange‑traded instruments as the primary building blocks of client portfolios. The firm supplements public equity exposure with mutual funds and allocates to third‑party alternative managers — notably hedge funds, real estate strategies and REITs — to provide diversification and access to non‑correlated return streams. AGP Franklin does not identify as an active ESG investor and the adviser is not registered as a multistate adviser on its filings.

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Public Holdings

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Location & Offices