Magnum Financial

Overview

Magnum Financial operates as an independent registered investment adviser and insurance broker that serves individuals and families, with capacity to advise small businesses and institutions. The firm structures client billing through a mix of percentage-of-assets, hourly, subscription and fixed fees, and it provides financial planning, portfolio management, selection of outside advisers, publication of client materials and educational seminars. Investment activity is equity-focused: exchange-traded equities are the primary allocation, but the firm also acts as a capital allocator to external managers for alternative exposures. Magnum Financial’s operating model emphasizes customized relationships and use of third‑party managers rather than running large in‑house fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices