CALHOUN FINANCIAL PLANNING AND MANAGEMENT

Overview

Calhoun Financial Planning And Management is a privately held limited liability company that provides discretionary portfolio management and financial planning primarily for individual and family clients, as well as small-business owners. The firm bills on a percentage-of-AUM basis and operates under an individual owner structure. Its advisory activity is concentrated on constructing and managing client portfolios rather than institutional consulting or pension work. Calhoun does not identify as an active ESG investor and is not structured as a multi-state advisory platform. Investment practice, as reflected in filings, leans toward pooled investment vehicles with a tilt to broadly diversified mutual fund strategies. The firm’s client profile and fee model point to a focus on long-term wealth management and cash-flow planning for households rather than large institutional mandates or capital allocation into direct operating businesses.

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Investments & Alternatives

Location & Offices