Directional Advisors

Overview

Directional Advisors is an independent registered investment adviser that provides fee-based financial planning and portfolio management primarily to individual and family clients. The firm offers discretionary portfolio management for individuals, small businesses, and business or institutional clients, and charges clients a percentage of assets under management. Its portfolio construction shows a clear tilt toward fixed-income securities, with US government bonds representing the largest single asset allocation on the ADV filing. Directional Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator. Advisory services center on combining financial planning with managed portfolios. The firm’s owner type is individual and it operates as a limited liability company. Although newly registered with the SEC in 2024, the firm’s service set is focused and typical of RIAs that work directly with households and small institutions rather than running third-party allocation platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices