HYVORIAN FINANCIAL

Overview

Hyvorian Financial operates as a small, independent registered investment adviser that focuses on individualized planning and portfolio management for private clients and small businesses. The firm shows a clear preference for publicly traded equities and exchange-traded vehicles, and lists active ESG investing as part of its approach, indicating that environmental, social and governance criteria are factored into security selection or screening. Business lines include financial planning, discretionary portfolio management for individuals and small businesses as well as for business or institutional clients, and running educational seminars or workshops for clients. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based financial planning. As an Independent RIA owned by an individual, Hyvorian Financial positions itself to deliver customized, high-touch advice rather than scaled model-driven platform solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices