Metanoia Financial, LLC

Overview

Metanoia Financial, LLC is an independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator, running fee arrangements that include percentage-of-AUM and fixed-fee engagements, and provides services that extend to selecting other advisers and offering educational workshops. Investment activity tilts heavily toward pooled public funds rather than concentrated single-stock strategies; their filings show a clear preference for mutual funds and similar vehicles to build client portfolios. The firm’s advisory model is discretionary across its reported assets, which allows it to implement model and customized portfolios on behalf of clients. Metanoia Financial’s business activities emphasize ongoing planning and portfolio oversight rather than institutional pension consulting or multi-state advisory complexity. The adviser does not report engagement as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices