MABRY WEALTH MANAGEMENT, LLC

Overview

Mabry Wealth Management, LLC is an independent, individual-owned RIA that advises individuals, families and small-business owners on financial planning and discretionary portfolio management. The firm runs a fee model that combines a percentage-of-AUM schedule with the option for fixed-fee engagements, and its stated investment preference is equity-focused. In practice that means portfolios are built around exchange-traded equities as the primary exposure, with other instruments used to meet income, diversification and liability-matching goals. The firm is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor. Mabry’s client base is concentrated: relatively few clients hold multiple accounts, and the practice appears oriented toward hands-on portfolio management for individuals and family households rather than large institutional mandates. The business model places emphasis on custom planning and discretionary management rather than acting as a capital allocator to external hedge funds or captive product platforms.

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Location & Offices