CONCEPTUAL FINANCIAL ADVISORS, LLC

Overview

Conceptual Financial Advisors, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC in 2022. The firm is owned by an individual and positions itself as a capital allocator serving both individuals and families as well as institutional clients. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, giving flexibility for both ongoing wealth management and project-based advice. Investment activity leans toward third-party managed public funds and mutual funds as the primary vehicle for client portfolios. The firm is not identified as an active ESG investor and it reports using insurance-company industry affiliations when relevant. Conceptual Financial Advisors also acts as a selector of outside advisers, indicating it will place client capital with external managers when a client mandate or strategy calls for specialist capability.

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Public Holdings

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Location & Offices