APPLEWHITE & BUYS FINANCIAL ADVISORS

Overview

Applewhite & Buys Financial Advisors is an independent registered investment adviser organized as an LLC that serves individual and family clients with a mix of planning and discretionary portfolio management. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops with an accounting background, which suggests a focus on tax-aware advice and integrated financial planning. Its fee model is flexible—percentage of AUM, hourly fees and fixed fees—so it can tailor arrangements to different client needs. Investment activity is centered on pooled public funds as the primary execution vehicle, with discretionary authority over the full asset base. The firm does not position itself as a capital allocator or active ESG investor; instead it sources third-party managers for specialty exposures. Educational programming and consulting for small businesses and institutions are part of the advisor’s service mix, which supports both wealth management and plan-level consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices