Conklin Financial Management, LLC

Overview

Conklin Financial Management, LLC is a small, independent registered investment advisor organized as a limited liability company that focuses on fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and manages all reported assets on a discretionary basis, signaling an emphasis on ongoing portfolio oversight rather than one-off financial plans. Investment activity centers on pooled public vehicles—primarily mutual funds—rather than direct-stock strategies or large allocations to private alternatives. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser. Given its client base and reported custody choice, the firm appears to run relatively simple, scalable portfolios appropriate for individual and family clients with modest account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices