FALCON FINANCIAL

Overview

Falcon Financial is an independent, individual-owned registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals and small businesses, selection of outside managers, and educational workshops—with insurance brokerage. Its fee structure is multi-faceted, including percentage-of-AUM fees alongside hourly and fixed-fee engagements, which supports both ongoing management relationships and project-based planning work. The firm identifies as a capital allocator rather than a single-manager shop, indicating a preference for selecting third-party managers and pooled vehicles alongside direct-sleeve management. Falcon Financial is not an ESG-focused or multi-state adviser per the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices