Apostolic Financial Advisors, LLC

Overview

Apostolic Financial Advisors, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, and its advisory services revolve around financial planning and discretionary portfolio management for individuals and small businesses. Compensation arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements, which suggests the firm mixes ongoing asset-based relationships with project or advice-only work. Regulatory and operational descriptors on file indicate the adviser does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. Custody of client assets is centralized with a major custodian, consistent with a boutique practice that outsources trade execution and custody while keeping advisory and planning activities in-house.

Assets & Accounts

Investments & Alternatives

Location & Offices