LBK FINANCIAL LLC

Overview

LBK Financial LLC is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small business clients. The firm operates under an owner-managed structure and charges a mix of percentage-of-AUM, hourly and fixed fees, which supports both ongoing advisory relationships and project-based engagements. Investment activity is tilted heavily toward publicly traded equities, with the adviser using separate managed accounts and exchange-traded instruments as primary execution vehicles. The firm does not identify as an active ESG investor and does not act as a capital allocator to direct private funds, instead relying on third-party managers where alternatives are used.

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Public Holdings

Investments & Alternatives

Location & Offices