FENCL ADVISORY SERVICES, LLC

Overview

Fencl Advisory Services, LLC is a small, independent RIA that focuses on individual and family clients with fee-based financial planning and portfolio management. The firm runs discretionary portfolios almost entirely invested in publicly traded equities, delivered primarily through separately managed accounts (SMAs) and exchange-traded vehicles. Its business model combines advisory work with registered representative and insurance brokerage activities, which supports a mix of fee-based planning and commissionable insurance or annuity solutions where appropriate. Fencl Advisory does not position itself as a capital allocator; instead it sources third-party managers for alternative exposure and uses external funds to implement non-core strategies. Investment posture is equity-heavy, with an emphasis on liquid, exchange-traded instruments for core exposure and selective use of mutual funds and annuities for wrap or insurance-oriented solutions. The firm is not an active ESG investor and remains focused on traditional equity and income-oriented building blocks, supplementing portfolios with third-party alternative managers in real estate, commodities and oil & gas when those diversifying or income characteristics are needed.

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