ARM Financial LLC

Overview

ARM Financial LLC is a small, independent registered investment adviser that manages discretionary portfolios for individuals, families and pooled vehicles. The firm operates on a percentage-of-assets fee model and emphasizes equity exposure delivered primarily through exchange-traded vehicles. It also advises at least one pooled investment vehicle, reflecting capability to manage both individual SMAs and a private fund structure. Investment emphasis is on liquid, exchange-traded equities and ETFs for core portfolios, with supplementary allocations to external alternative managers in venture capital, commodities and oil & gas. ARM Financial is not an ESG-focused manager and operates across multiple states, positioning itself for clients who want active equity exposure combined with selective alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices