Fern Capital Inc.

Overview

Fern Capital Inc. is a small, fee-based advisory firm that manages portfolios for individuals, families and small businesses with a clear tilt toward equities. The firm runs entirely discretionary mandates and uses exchange-traded equities as its primary building blocks, supported by mutual funds and annuities where appropriate. Fee arrangements combine a percentage of assets under management with hourly charges for advisory work. Fern Capital is not an active ESG investor and operates without a multi-state advisory footprint. Investment activity centers on liquid public market exposure — primarily exchange-traded stocks and ETFs — while the firm supplements core equity exposure with allocations to alternatives such as real estate, commodities and oil & gas. That mix suggests a strategy that uses equities for portfolio core and external fund vehicles or specialized placements to gain exposure to income, inflation protection and sector-specific opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices