FIGTREE FINANCIAL ADVISORS, LLC

Overview

Figtree Financial Advisors, LLC is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and listing pension consulting among its advisory activities. Its business model blends investment advisory services with insurance brokerage, and it charges a mix of percentage-of-AUM and fixed fees. Investment practice tilts toward publicly traded equities and mutual funds as core building blocks. The firm identifies equities as its preferred asset class and implements client portfolios primarily through exchange-traded instruments and separately managed equity positions. Figtree is not positioned as a capital allocator; instead it sources third-party managers for non-public strategies. It does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices