Fealty Group LLC

Overview

Fealty Group LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that combines a percentage of assets under management with hourly charges, and it concentrates its portfolios in exchange-traded equities. Its business model is client-centric and boutique: a compact book of clients allows for individualized portfolio construction rather than standardized mass-market solutions. The firm does not position itself as an ESG investor and does not operate as a multi-state or pension consultant adviser. Investment activity centers on liquid equities exposure and direct market access through exchange-traded instruments, with supplemental exposure to mutual funds where managers or strategies are better accessed that way. The firm’s use of digital currency as an alternative indicates a willingness to incorporate higher-volatility, non-traditional assets for clients who have the risk tolerance and suitability for them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices