DISRUPTIVESECULARGROWTH CORPORATION

Overview

Disruptiveseculargrowth Corporation is an independent RIA structured as a corporation that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm favors an equity-first allocation, deploying a majority of client assets into exchange-traded equities and ETF exposures while supplementing portfolios with mutual funds and targeted alternative strategies. Fee arrangements are flexible and include percentage of AUM, hourly and fixed-fee engagements, and performance-based fees, which enables the firm to operate SMA-style accounts and to participate in certain alternative vehicles that carry incentive fees. Advisory activity is centered on discretionary management, with the firm applying active equity selection and ETF overlays across client accounts. ESG is not identified as an active investment driver. The combination of personalized planning, SMA usage and access to third-party alternatives positions the firm to tailor exposures to individual client goals rather than relying on a single model portfolio.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices