Medina Financial, LLC

Overview

Medina Financial, LLC is a small, independent registered investment adviser that serves individual and family clients and also operates with accounting as a core business activity. The firm leans toward equity exposure, using exchange-traded securities as its primary allocation vehicle, and combines financial planning with portfolio management for individuals and small businesses. Its fee model is flexible — the firm charges percentage-of-AUM fees, hourly and fixed fees, and can accept performance-based arrangements — which suggests it tailors billing to client needs and specific engagement types. Investment posture is tilted toward liquid, publicly traded instruments rather than complex private strategies. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to outside alternative managers. Given the small asset base and the custodian relationships it maintains, the investment approach looks execution-focused and cost-conscious, with an emphasis on direct market access for equities and ETF trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices