D/B/A FINANCIAL AWARENESS INSTITUTE

Overview

D/B/A Financial Awareness Institute is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a boutique, high-touch practice: with a very small client base it emphasizes customized advice rather than mass-market solutions. Its advisory model is non-discretionary across reported assets, meaning clients retain authority over trade approvals and the firm operates primarily in an advisory and planning capacity. Investment posture is equity-focused, with a clear tilt toward non-exchange traded equity exposures. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; its offerings are centered on personalized planning and tailored equity allocations rather than broad institutional solutions or delegated alternative asset management.

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Location & Offices