Hazel Ridge Advisors, LLC

Overview

Hazel Ridge Advisors, LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based portfolio management and financial planning. The firm runs账户s primarily on a discretionary basis and shows a clear tilt toward publicly traded equities as the core engine of client portfolios. Its business model centers on managing relatively concentrated assets per household and using liquid, exchange-traded instruments to implement core allocations while supplementing portfolios with third-party alternative real estate exposure and insurance products where appropriate. Advisory services appear tailored to individuals and small-business owners rather than institutional mandates. The adviser charges a percentage-of-AUM fee and provides ongoing portfolio oversight, which suggests hands-on, relationship-driven advice and periodic rebalancing rather than purely transactional activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices