D'ANNUNZIO CONSULTING GROUP, LLC

Overview

D'Annunzio Consulting Group, LLC is an independent registered investment adviser that operates primarily as a capital allocator and fee-based consultant. The firm serves high‑net‑worth individuals and families as well as institutional clients, providing portfolio management, selection of sub‑advisers and pension consulting services. Its business model emphasizes fixed fees and non‑discretionary advisory relationships, which points to a consultative role: recommending asset mixes, manager selections and structural solutions while leaving trading authority with clients or designated custodians/managers. Investment activity centers on publicly traded equities delivered through exchange‑traded vehicles and separately managed accounts, supplemented by allocations to third‑party real estate managers. The firm reports it is not an active ESG investor and is structured as a single‑owner limited liability company. Given the mix of services—portfolio design, manager selection and pension consulting—D'Annunzio Consulting Group appears oriented toward customized, client‑specific implementation rather than a one‑size‑fits‑all wrap or discretionary model.

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