David B. Brandolph, J.D., Cfp

Overview

David B. Brandolph, J.D., Cfp operates as a sole-proprietorship RIA focused on financial planning and portfolio management for individuals and small businesses. The practice combines fee models — percentage of AUM, hourly billing and fixed fees — which points to a mix of ongoing advisory relationships and project-based planning engagements. The firm reports a clear tilt toward equities, with a significant portion held in non-exchange traded equity vehicles, and uses mutual funds for core public market exposure. This is a small, single-advisor practice that does not position itself as a multi-state or pension consultant, and it does not identify as an active ESG investor. The business is classified as unclassified and does not serve as a capital allocator; instead it relies on third-party managers for alternative exposures where appropriate. Advisory activity is limited to financial planning services and portfolio management for individual and small business clients.

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