B Hive Financial, LLC

Overview

B Hive Financial, LLC is a small, independent registered investment adviser that delivers financial planning and portfolio management to individuals, families and small-business clients. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and focuses its discretionary activity on liquid, exchange-traded instruments. B Hive lists financial planning and portfolio management for individuals and small businesses as its primary advisory activities and is not positioned as a capital allocator or multi-state adviser. The firm does not flag itself as an active ESG investor. Investment preferences skew toward equities and exchange-traded products, with a preference for cost-efficient, tradable securities that support straightforward portfolio construction and rebalancing. The firm also lists real estate among its alternative exposures and uses mutual funds as part of its investment toolkit. An affiliation as a real estate broker suggests the firm can access real estate-related deal flow or brokerage channels to support alternative allocations or client real estate transactions.

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Investments & Alternatives

Location & Offices