Mahaffey Financial LLC

Overview

Mahaffey Financial LLC is a small, client-focused investment adviser that manages portfolios for individuals, families and small businesses. The firm operates as a limited liability company under individual ownership and runs a fee schedule that includes both percentage-of-AUM and fixed fees. Its stated advisory activity centers on portfolio management rather than institutional work, and it does not market itself as an ESG-focused adviser or a multi-state firm. Investment activity is concentrated in publicly traded equities. The adviser reports a clear preference for exchange-traded instruments and manages client relationships on a non-discretionary basis, meaning clients retain trading authority. That setup suggests the firm emphasizes client-directed decision making, execution transparency and liquid, easily traded exposures rather than complex private placements or direct holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices