Mindful Advisory, LLC

Overview

Mindful Advisory, LLC is a small, independent registered investment advisor focused on serving individual and family clients with financial planning and portfolio management. The firm leans toward liquid equity exposure: exchange-traded equities and ETFs make up the bulk of its assets and are the primary investment sleeve. Mindful Advisory charges a mix of percentage-of-AUM and fixed fees and does not operate as a capital allocator or multi-state adviser. The firm does not describe itself as an active ESG investor. Investment activity centers on direct equity exposure supplemented by third-party alternative managers where appropriate. Portfolio construction appears oriented toward readily tradable instruments for core holdings, with selective use of externally managed alternatives for diversification or return enhancement. Services are pitched at individuals and small businesses rather than institutional pension consulting or related-adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices