Honey Badger Advisors LLC

Overview

Honey Badger Advisors LLC is a small independent registered investment adviser that serves both individual and family clients as well as some institutional relationships. The firm combines financial planning and portfolio management for individuals and small businesses with pension consulting work, and it also operates as an insurance broker. Its stated fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, which suits both ongoing asset management engagements and project-based planning or consulting. Investment activity is concentrated in publicly available pooled vehicles—primarily mutual funds—while the firm also sources alternative exposure through third-party managers. The firm is not an active ESG investor and does not present as a multi-state adviser. Given its asset base and custodial choices, the investment approach appears tactical and manager-driven rather than launched around large in-house proprietary strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices