Civitas Financial LLC

Overview

Civitas Financial LLC is organized as a limited liability company and is classified as an independent registered investment adviser. The firm indicates individual ownership and operates as a capital allocator, charging fixed fees (and other fee types) for its advisory work. Its listed advisory activities include pension consulting services and the selection of other advisers, and it does not identify as an active ESG investor. The firm's capital-allocation role suggests a model that relies on appointing outside managers and funds to cover specialty exposures rather than building deep in-house investment platforms. That aligns with the explicit advisory emphasis on selecting other advisers and working with third-party managers for client solutions.

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Investments & Alternatives

Location & Offices