FIRST DUE FINANCIAL LLC

Overview

First Due Financial LLC operates as a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers with insurance-brokerage services. Its business model is that of a capital allocator at a boutique scale: discretionary portfolio management is used alongside fee options that include a percentage of assets, hourly and fixed fees, and commission-based work. The firm does not emphasize ESG investing and is not positioned as a pension consultant or multi-state adviser. Investment activity centers on using pooled public funds as the primary building blocks of client portfolios, while also allocating to external real estate managers for alternative exposure. Given the mix of advisory and insurance services, client relationships are likely holistic and consultative, with the firm tailoring fee arrangements to different client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices