BUDNICK CAPITAL, LLC

Overview

Budnick Capital, LLC is organized as a limited liability company owned by an individual and operates as a capital allocator and advisor. The firm’s documented advisory services emphasize financial planning, pension consulting, selecting outside advisers, and running educational seminars or workshops. Budnick Capital charges clients via hourly fees, fixed fees and other non-asset-based arrangements rather than a percentage of assets under management. The firm reports it is not an active ESG investor and is not registered as a multi-state adviser; it also lists an affiliation with an insurance company. The firm’s mention of “selection of other advisers” and its capital allocator status indicate a practice of sourcing outside managers for client exposures rather than exclusively building in-house strategies.

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Location & Offices