Carlisle Financial Management, LLC

Overview

Carlisle Financial Management, LLC is a small, fee-based wealth manager focused on portfolio management for individuals and small businesses. The firm operates as an individual-owned LLC and charges clients a percentage of assets under management. Its client base is primarily individual and family households rather than institutional or pension plans. Carlisle does not advertise ESG as a guiding principle and is not structured as a multi-state or related adviser. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for exposure, supplemented by targeted allocations to alternatives. The firm appears to favor discretionary management: most client relationships are run on a discretionary basis, allowing portfolio decisions to be implemented without prior client approval on each trade. That structure supports a model in which the adviser constructs diversified portfolios using external managers and funds rather than concentrating on high-frequency trading in individual names.

Assets & Accounts

Public Holdings

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Location & Offices