Hammerhead Financial Strategies, LLC

Overview

Hammerhead Financial Strategies, LLC is a small, independent registered investment adviser focused on wealth management for individuals and families and portfolio management for small businesses. The firm emphasizes equity allocation, describing a clear preference for exchange-traded equities as the core of client portfolios. Its advisory mandate includes financial planning and discretionary portfolio management, and it identifies as an active ESG investor — indicating environmental, social and governance considerations are incorporated into security selection, manager choice and/or ETF selection. The ownership is individual and the adviser operates under a mix of fee arrangements: percentage of AUM, hourly, fixed fees and performance-based fees. With a compact client base and a concentrated asset pool, the firm appears to manage bespoke, equity-centric portfolios rather than running a broad platform of fund-of-funds or extensive alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices