Nardis Advisors LLC

Overview

Nardis Advisors LLC is a fee-based wealth adviser that works primarily with individual and family clients, managing tailored portfolios while also providing pension consulting and selection-of-adviser services. The firm is an active ESG investor and identifies as a capital allocator, which signals it both constructs model allocations and allocates to outside managers. Its business model mixes percentage-of-AUM billing with hourly and fixed fees, and it also acts in the capacity of an other-financial-product salesperson when clients need non-securities solutions. On the investment side, Nardis Advisors emphasizes public funds and mutual funds as the backbone of client portfolios, but it also incorporates third-party alternative managers across private equity, hedge funds and digital currency strategies. The firm performs manager selection for those allocations rather than running large in-house private funds, and it offers consultative portfolio management for individuals and small businesses that can include bespoke fee arrangements. Nardis Advisors presents as a multi-asset allocator that blends conventional public-market vehicles with selected alternative exposures and insurance products, using external custodians to hold client assets and external managers for specialized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices