CONE ADVISORY GROUP, INC.

Overview

Cone Advisory Group, Inc. is an independent registered investment adviser serving individual and family clients. The firm runs a fee-based model that includes percentage-of-AUM arrangements alongside hourly and fixed-fee engagements, and it also operates as an insurance broker. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers when appropriate. Cone Advisory Group is not positioned as an ESG-focused or pension consultant adviser and is organized under individual ownership. Investment activity is concentrated in traditional public investment vehicles, with managers and model portfolios built predominantly from mutual funds and other public funds. The firm acts as a capital allocator when it identifies opportunities outside its internal offerings, and its advisory workflow supports bringing in outside managers or fund sponsors. While most of the firm's assets are managed on a discretionary basis, it maintains a small nondiscretionary sleeve for select clients.

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