BUSBEE WEALTH ADVISORS LLC

Overview

Busbee Wealth Advisors LLC operates as an independent registered investment adviser serving individual, family and smaller institutional clients. The firm acts as a capital allocator, combining direct portfolio management with selection of third‑party advisers and external managers. Its stated advisory activities emphasize financial planning, portfolio management for individuals and small businesses, and selecting other advisers when specialized expertise or alternative exposure is needed. Investment preference tilts toward equities and exchange‑traded instruments, with equities identified as the most used asset type. The firm uses a mix of fee structures — percentage of AUM, hourly and fixed fees — which supports both ongoing portfolio relationships and project‑oriented planning engagements. Busbee Wealth Advisors is not an active ESG investor and is not structured as a multi‑state adviser. The firm also lists an industry affiliation with an insurance company, suggesting insurance products or partnerships may play a role in client solutions.

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Public Holdings

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Location & Offices