Folgmann Financial Group LLC

Overview

Folgmann Financial Group LLC is an independent registered investment advisor operating as a single-owner LLC that serves a mix of individual, family and small institutional clients. The firm positions itself around financial planning and bespoke portfolio management for individuals and small businesses, and also provides pension consulting and educational workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. Investment activity is focused on equity-centric portfolios, with a clear tilt toward exchange-traded equities as the dominant asset class. The advisory model is largely non-discretionary, so client-directed decisions and planning conversations drive implementation. Folgmann Financial Group does not market itself as an ESG-focused manager and does not act as a separate capital allocator; when the firm uses alternative strategies, it places client capital into third-party managers rather than building in-house funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices