HYGGE ADVISORS, LLC

RIASEC Registered
Total AUM
$23.5M
Discretionary
$20.3M
87% of AUM
Avg account
$247K
Accounts
95
Employees
1
Advisory reps
1

Firm details

Headquarters
ST PETERSBURG, Florida
CRD number
289980
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI72.59%
  • Individuals27.41%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hygge Advisors, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and leans on third-party managers when appropriate, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. Fee arrangements include both a percentage-of-AUM model and fixed fees. Investment behavior shows a clear tilt toward pooled public vehicles as the backbone of client portfolios, with mutual funds/public funds accounting for the bulk of assets. The firm is not positioned as an ESG-focused manager. It provides both discretionary and non-discretionary advisory relationships and acts as a connector to outside managers for specialized exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • Public Funds/Mutual Funds98%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • RORY CARNEY

    Investment Advisor RepresentativeCRD 5728958

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ST PETERSBURG, FL

PINELLAS

Location

ST PETERSBURG, FL

Headquartered in ST PETERSBURG, FL, in the South of the United States.

Region
South
County
PINELLAS
Address
360 Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth