ARMIS FINANCIAL, LLC

Overview

Armis Financial, LLC is a small, owner-managed limited liability company that offers financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and reports itself as an unclassified adviser rather than as a multi-state or pension consultant. Its regulatory profile indicates limited scope: it is not an active ESG investor, not a multi-state adviser and does not act as a capital allocator. Investment activity appears conservative and liquidity-oriented. The firm’s public filings show a heavy allocation to cash and cash equivalents, and all reported assets are discretionary, suggesting Armis Financial typically manages client money on a hands-on basis rather than only providing periodic advice. Given the small overall asset base, the firm likely focuses on straightforward portfolio solutions and financial-planning relationships rather than large institutional mandates or complex alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices