HAMMER ADVISORY SERVICES, INC.

Overview

Hammer Advisory Services, Inc. is an independent, owner-operated registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges both percentage-of-AUM and fixed fees and operates primarily on a non-discretionary basis, meaning clients typically retain final trading authority. Investment activity centers on publicly tradable pooled vehicles rather than direct stock-picking or heavy private fund commitments. The adviser does not position itself as a capital allocator to third‑party private funds, and it is not an active ESG investor. Strategy emphasis is on mutual funds and other public funds to construct diversified client portfolios. The firm reports a modest use of alternative exposure in the form of commodities, but the bulk of client assets sit in traditional pooled products. Services and advisory activity are aimed at individual and family clients rather than institutional or pension accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices