Brewer Financial Strategies

Overview

Brewer Financial Strategies is a small, independent registered investment adviser that serves individual and family clients. The firm operates as a capital allocator, combining financial planning with discretionary portfolio management and selection of third‑party managers. Its filings portray an equity‑tilted approach: the majority of assets are held in exchange‑traded equities, and the firm favors active portfolio construction using custodial platforms rather than proprietary product shelves. Brewer Financial Strategies charges either a percentage of assets under management or fixed fees, and it does not identify as an active ESG investor. Advisory services center on financial planning and tailoring portfolios for individuals and small businesses. The firm also acts as a selector of other advisers—meaning it can place clients into external managers or funds where it sees better fit or specialization. All reported client assets are managed on a discretionary basis, which indicates the firm executes its investment strategies without seeking client approval for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices