FRANCIS FINANCIAL

Overview

Francis Financial is an independent registered investment adviser that has been SEC-registered since 2012 and positions itself as a capital allocator for individual and family clients. The firm provides a mix of financial planning and portfolio management for individuals and small businesses, and it also undertakes manager selection, publishes periodicals or newsletters, and runs educational seminars and workshops. Fee arrangements combine a percentage-of-AUM model with hourly charges. The firm reports a client focus on private households rather than institutional mandates and is not identified as an active ESG investor. Its stated activity set and capital allocator designation indicate a hybrid approach that combines direct portfolio management with outsourced manager selection where appropriate.

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Public Holdings

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Location & Offices