Leverty Financial Group, LLC

Overview

Leverty Financial Group, LLC is an independent, SEC-registered RIA formed in 2020 and owned by an individual principal. The firm acts as a capital allocator and combines financial planning with discretionary portfolio management for individuals, small businesses and institutional clients. Its service mix includes fee models based on a percentage of assets under management as well as hourly and fixed-fee engagements, and the firm also performs selection-of-other-advisers work when clients need access to outside managers. The firm identifies as an active ESG investor and maintains an industry affiliation with an insurance company. Its stated advisory activities emphasize financial planning, portfolio management and third-party manager selection, which aligns with its role allocating to external alternative managers and pooled vehicles.

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Location & Offices