John C. Saunders, C.P.A., P.C.

Overview

John C. Saunders, C.P.A., P.C. is a small corporate-structured registered investment adviser that positions itself as an institutional-focused RIA while being owned by an individual. The firm’s background is rooted in accounting; its listed business activities include accountant services and it identifies pension consulting among its advisory activities. Fee billing is on a percentage-of-assets-under-management basis. The adviser is not characterized as an active ESG investor, does not report being a multi-state adviser, and does not operate as a capital allocator. The firm reports serving institutional clients and appears to operate on a non-discretionary basis for the assets shown on filings. While pension consulting is listed as an advisory activity, the firm’s disclosures also indicate it is not formally designated as a pension consultant on its filings.

Assets & Accounts

Investments & Alternatives