Hyvorian Financial

Overview

Hyvorian Financial is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients and offers both ongoing portfolio management and financial planning, along with educational seminars and workshops. It uses a mix of fee arrangements—percentage of AUM, hourly charges, and fixed fees—so it appears to accommodate both continuous advisory relationships and project-based planning work. Hyvorian Financial identifies as an active ESG investor. The firm is not described as a capital allocator, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives