LOCKERMAN FINANCIAL GROUP, INC

Overview

Lockerman Financial Group, Inc. is an independent registered investment adviser focused on serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm operates as a capital allocator, blending traditional public funds with third-party alternative managers. Its advisory activities include financial planning, portfolio management for individuals and small businesses, and selection of other advisers—indicating regular use of sub-advisors or external managers for specialized strategies. Investment preferences skew toward liquid public funds and ETFs for core equity exposure while supplementing portfolios with allocations to private-market and non-correlated strategies. Lockerman Financial Group, Inc. identifies as an active ESG investor, which suggests ESG criteria are integrated into security selection or manager due diligence across both public and private allocations. Fee arrangements combine a percentage-of-AUM model with fixed fees, consistent with a hybrid service model for planning-centric relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices