GUERNSEY FINANCIAL, LLC

Overview

Guernsey Financial, LLC is a small independent registered investment adviser that operates primarily as a non-discretionary advisor and capital allocator. The firm serves individual and family clients as well as some institutional relationships, delivering financial planning and selecting third-party advisers and managers on clients’ behalf. Its fee model combines percentage-of-AUM billing with fixed fees, which aligns with both ongoing advisory relationships and discrete planning or consulting engagements. Investment activity centers on assembling diversified portfolios using mutual funds and annuities for core public exposure and income management, while selectively allocating to private placements for clients who qualify for illiquid alternative opportunities. Because the adviser formally performs “selection of other advisers,” a meaningful portion of the firm’s role is due diligence and manager selection rather than direct day‑to‑day trading authority, consistent with its $75.1M of non‑discretionary assets.

Assets & Accounts

Investments & Alternatives

Location & Offices