Binnacle Financial Group LLC

Overview

Binnacle Financial Group LLC is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm focuses on serving individuals, families and small-business owners with financial planning and discretionary portfolio management. Its advisory model is fee-based, combining a percentage-of-AUM fee schedule with the option for hourly billing, and it does not position itself as a capital allocator or pension consultant. The firm reports no institutional or multi-state footprint and does not identify as an active ESG investor. Investment activity centers on public funds and mutual funds as the principal building blocks of client portfolios. The firm indicates use of external third‑party managers for alternative strategies, though those relationships are not detailed; given the firm’s size and client profile, alternatives appear to be accessed through external pooled vehicles rather than direct private‑capital commitments.

Assets & Accounts

Investments & Alternatives

Location & Offices