Eugenio Financial

Overview

Eugenio Financial is an independent registered investment adviser serving individuals and families, with a focus on hands‑on planning and discretionary portfolio management. The firm emphasizes equities exposure, managing separately managed account (SMA) portfolios that lean toward exchange‑traded securities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fee engagements. The firm does not identify as an active ESG investor or a multi‑state adviser and is not structured as a capital allocator. That profile, combined with its smaller scale, suggests a client‑centric, execution‑oriented practice that prioritizes liquid public markets and conventional fixed income over large allocations to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices