CANTY FINANCIAL MANAGEMENT, INC.

Overview

Canty Financial Management, Inc. is an independent registered investment adviser that runs a concentrated, equity-first advisory model for individuals, families and select institutional clients. The firm blends discretionary portfolio management with financial planning and accounting services, leaning heavily on exchange-traded equities and exchange-traded funds for core market exposure. Management shows a clear equity preference across client accounts and uses externally managed vehicles where appropriate rather than acting as a capital allocator to proprietary alternative funds. Canty operates primarily on a fee-for-service basis, charging a percentage of assets under management as well as offering hourly advisory options for planning or consulting work. The firm does not position itself as an ESG-focused manager. Its active advisory work centers on personalized portfolio construction for individuals and small businesses, with a sizable portion of assets handled on a discretionary basis.

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Location & Offices