FINANCIAL ADVISORY SERVICES, LLC

Overview

Financial Advisory Services, LLC is an independent registered investment adviser serving individuals, families and small institutions with discretionary portfolio management and financial planning. The firm runs on a fee model that blends percentage-of-AUM billing with fixed fees, and it operates as an individual-owned LLC that registered with the SEC in 2018. Investment activity centers on professionally managed public funds—primarily mutual funds—for core exposure, supplemented by third‑party real estate allocations where appropriate. The firm does not market itself as an active ESG investor and focuses its advisory work on straightforward portfolio construction and ongoing management for individual and small-business clients. Strategy-wise, the manager mix suggests a pragmatic, multi-vehicle approach: mutual funds form the backbone of client portfolios for broad market exposure and diversification, while external real estate funds provide an alternative-income and diversification sleeve. Portfolios are handled on a discretionary basis, indicating the firm implements model or individualized portfolios on clients’ behalf rather than using a purely advisory/consultative relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices