COMPLETE INVESTMENT ADVISORY, LLC

Overview

Complete Investment Advisory, LLC is an independent registered investment adviser focused on serving individual and family clients, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a percentage-of-AUM model and supplemental hourly fees, and it manages accounts on a discretionary basis. Its filings identify a clear preference for equities as the primary allocation vehicle; exchange-traded equities make up the largest asset slice. The firm does not position itself as a capital allocator or an active ESG investor. Industry relationships include ties to an accounting firm and an insurance company, which the adviser appears to leverage for tax coordination and risk-management solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices