BEYOND YOUR HAMMOCK LLC

Overview

Beyond Your Hammock LLC is an independent registered investment adviser that focuses on serving individual and family clients through a blend of financial planning, portfolio management and educational programming. The firm charges a mix of percentage-of-AUM and fixed fees and concentrates on discretionary portfolio management — all reported assets are managed on a discretionary basis. Advisory services include financial planning, portfolio management for individuals and small businesses, and client education via seminars and workshops. The firm does not identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator to outside managers. Investment activity shows a clear preference for equities: exchange‑traded securities are the dominant asset class in client portfolios, and the firm also deploys mutual funds and a range of alternative investments to meet client objectives. The business model emphasizes separately managed accounts (SMAs) and custody through a single primary custodian, which enables tax‑sensitive management and account-level customization for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices