Cecil Wealth

Overview

Cecil Wealth is an independent, state-registered RIA organized as a limited liability company and based in Maryland. The firm is owned by an individual and focuses on serving individual and family clients, as well as small business accounts, through financial planning and discretionary portfolio management. Its pricing mixes percentage-of-assets fees with fixed-fee arrangements. The firm reports a straightforward advisory scope: portfolio management for individuals and small businesses, plus financial planning. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator, and it is not structured as a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices