BEHAGE FINANCIAL

Overview

Behage Financial operates as a small, independent registered investment adviser structured as a sole proprietorship that focuses on individual and family clients. The firm provides financial planning and portfolio management services for individuals and small businesses, and also acts as an other financial product salesperson. Its investment posture is equity‑tilted: the firm reports a clear preference for exchange‑traded equities and uses fee arrangements that include a percentage of AUM and hourly charges. Accounts are managed on a non‑discretionary basis, so client authorization is central to trade implementation. Behage Financial is not an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices