HELMSMAN FINANCIAL GROUP, LLC

Overview

Helmsman Financial Group, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. Registered with the SEC in 2018, the firm serves a client base made up of individuals and families and runs fee schedules that include a percentage of assets under management, hourly fees and fixed fees. Its advisory footprint is modest and concentrated: it is not positioned as a capital allocator or pension consultant, it does not identify as an active ESG investor, and it is not a multi-state adviser. Investment activity centers on pooled public vehicles rather than direct private placements. The firm uses both discretionary and non-discretionary mandates for client accounts, with a clear preference for public funds/mutual funds as the primary vehicle for delivering market exposure and portfolio construction. Custody and execution are centralized through Charles Schwab & Co., Inc., which supports their mutual fund- and SMA-based approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices