FED ADVISORS, INC

Overview

FED Advisors, Inc. is an independent, corporation-structured registered investment adviser serving individual and family clients and small businesses. The firm’s advisory work centers on financial planning and portfolio management, delivered through a fee model that includes both percentage-of-AUM and fixed-fee arrangements. FED Advisors shows a clear preference for equity-centered portfolios, using exchange-traded equities as the primary building block for client accounts. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its business model is focused on direct client relationships rather than institutional consulting or multi-state advisory expansion. Custody and execution appear to be handled through major retail custodians, consistent with a boutique RIA that outsources trading and custody while retaining discretionary management authority.

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Public Holdings

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Location & Offices