CERES FINANCIAL GROUP, INC.

Overview

Ceres Financial Group, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management services. The firm offers advice to individuals, small businesses and institutional clients, and provides pension consulting. Its fee structure includes AUM-based pricing alongside hourly and fixed-fee arrangements, and the firm reports acting primarily in a non-discretionary capacity across its client relationships. Investment activity is centered on pooled public funds and mutual funds as the dominant vehicle for client exposure, with limited use of direct equities indicated. The firm does not position itself as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices