KEVIN HEBSON & COMPANY

Overview

Kevin Hebson & Company is a small, owner-operated independent Registered Investment Adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of assets-under-management fees and hourly fees, and it does not operate as a capital allocator or pension consultant. The firm’s practice is client-facing and concentrated: it manages direct discretionary portfolios rather than sub-advising external funds, and it is not positioned as a multi-state or ESG-focused adviser. Investment activity centers on equity exposure. The firm shows a clear preference for exchange-traded instruments as the primary vehicle for implementing equity strategy, supplemented by traditional mutual funds where appropriate. Kevin Hebson & Company does not appear to run or allocate through internally managed funds; instead it builds client portfolios using liquid equities and pooled funds, with selective allocations to real estate as an alternative. The adviser’s target client base is individual and family accounts, and the firm’s structure and scale are consistent with bespoke, relationship-driven planning and portfolio oversight.

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Location & Offices