Faison Capital LLC

Overview

Faison Capital LLC is an independent, individual-owned RIA operating as a limited liability company that serves primarily individual and family clients. The firm leans heavily toward equity-focused portfolio management and financial planning, offering fee models that include a percentage of AUM, hourly charges, and fixed fees. Advisory services listed include comprehensive financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Faison Capital does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser. Investment activity centers on exchange‑traded equities and separately managed account style implementations. The firm favors direct equity exposure delivered through custodial platforms, supplemented by mutual funds and corporate debt where appropriate. Faison Capital uses third‑party managers for alternative allocations in some capacity, though specific external alternative managers are not named.

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Public Holdings

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Location & Offices