Alexis Advisors

Overview

Alexis Advisors is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm serves both individual and family clients as well as institutional mandates, offering financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements combine a percentage-of-AUM model with hourly charges for planning or consulting work. Investment posture is equity‑tilted: the firm shows a clear preference for exchange‑traded equities as the primary vehicle for client exposure. Alexis Advisors also identifies itself as an active ESG investor, which indicates ESG criteria are incorporated into security selection or manager choice across portfolios. The firm does not present itself as a multi‑state adviser or a pension consultant and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices