John H. Liles, Cfp

Overview

John H. Liles, Cfp operates a solo independent registered investment adviser focused on individuals, families and small-business owners. The practice combines financial planning with portfolio management and offers flexible fee arrangements — percentage of AUM, hourly and fixed fees — to accommodate one-off planning engagements and ongoing asset management. Investment posture tilts toward publicly traded equities: exchange-traded equities represent the largest single allocation and drive the firm’s tactical and strategic positioning. Although the firm is not structured as a capital allocator, it supplements core equity exposure with third‑party real estate managers when appropriate. The adviser does not position itself as an active ESG investor and maintains a localized practice footprint rather than a multi‑state distribution model. Client relationships are predominantly discretionary, reflecting an emphasis on ongoing portfolio implementation and monitoring.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices