FIREWALL CAPITAL MANAGEMENT

Overview

Firewall Capital Management is an independent, owner-operated registered investment adviser that focuses on individual and family clients, including small-business owners. The firm combines fee-based portfolio management with financial planning and also operates as an insurance broker, which suggests an integrated approach that blends investment strategy with risk-transfer solutions. Their engagement model mixes AUM-based fees with hourly billing and some commission-based business, which allows for both ongoing advisory relationships and project-based planning work. Investment behavior is centered on public investment vehicles — primarily mutual funds and other pooled vehicles — supplemented by allocations to real estate through third-party managers. The adviser reports fully discretionary management for the assets it oversees, indicating that portfolio decisions are typically made by the firm on clients’ behalf rather than placed in a purely advisory or non-discretionary capacity. Firewall Capital is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices