Bemiston Asset Management, LLC

Overview

Bemiston Asset Management, LLC is a small independent Registered Investment Advisor organized as an LLC that serves individual and family clients. The firm markets a combination of financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Fee arrangements include percentage-of-assets and fixed-fee engagements, and the practice emphasizes tailored, client-level relationships rather than institutional scale. Investment activity is equity-centered: the firm reports a clear preference for exchange-traded equities and ETFs as the primary implementation vehicle. That equity bias is supplemented by targeted allocations to other liquid vehicles such as mutual funds, and by selective use of alternatives—specifically real estate exposures—delivered through third-party managers. Bemiston does not position itself as a multi-state or pension consultant adviser and is not identified as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices