Aust Financial Advisory, LLC

Overview

Aust Financial Advisory, LLC is a small, independent registered investment adviser focused on serving individual and family clients with fee-based planning and portfolio management. The firm delivers a mix of services — ongoing discretionary portfolio management, financial planning work billed as a percentage of assets as well as hourly or fixed-fee engagements, and educational workshops for clients. Investment activity centers on equity exposure as the primary building block of portfolios, supplemented by targeted allocations to alternative sources of return and income. The firm does not position itself as an ESG-focused manager and operates a single-office model that appears oriented toward high-touch relationships rather than scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices