Constant Cashflow, LLC

RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$48K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
338659
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Constant Cashflow, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family accounts, and its advisory model mixes percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity shows a clear tilt toward equities, with the firm using exchange-traded equities as its primary vehicle for market exposure. Given the modest scale of assets, the firm appears to favor liquid, low-friction instruments and standard planning solutions rather than complex institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, Public Funds/Mutual Funds 40%, Non-Exchange Traded Equities 5%, US Government Bonds 5%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds40%
  • Non-Exchange Traded Equities5%
  • US Government Bonds5%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Brett Lewis

    Brett Lewis

    Chief Compliance OfficerCRD 8164342

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth