Gallatin Financial Advisors, LLC

Overview

Gallatin Financial Advisors, LLC is an independent registered investment adviser serving individual and family clients with a clear tilt toward equity-centered portfolio management. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance-brokerage and accounting activities, which indicates a multi-disciplinary advisory approach that integrates investment advice with insurance and tax/accounting considerations. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements, allowing flexibility across wealth levels and service types. Gallatin does not identify as an ESG investor and is not registered as a multi-state adviser. Investment activity is concentrated and execution-focused: the adviser appears to implement strategies primarily through exchange-traded equities and mutual funds rather than through extensive third-party alternative managers. That emphasis aligns with a client base composed of smaller numbers of relatively affluent households where liquid equity exposure, tax efficiency, and fee transparency matter.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices