GREEN DRAKE ADVISORS LLC

Overview

Green Drake Advisors LLC is a small, independent registered investment adviser that focuses on serving individuals and families. The firm acts as a capital allocator, combining fee-based financial planning with portfolio management for individuals, small businesses and institutions. Its advisory services include selection of other advisers, publication of client-facing materials and educational seminars, which suggests a consultative approach that blends ongoing portfolio oversight with client education. Investment positioning tilts toward publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, supported by mutual funds for core exposures. The firm is not an active ESG investor and operates under a single-state registration. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed-fee engagements, which allows for both ongoing advisory relationships and project-based planning work.

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Public Holdings

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Location & Offices