NIBLEY FINANCIAL LLC

Overview

Nibley Financial LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm operates largely as a capital allocator: portfolios are built around third-party public funds and mutual funds, with selective allocations into external alternative managers for real estate exposure. Client relationships appear to be managed on a non-discretionary basis, so investment decisions remain largely client-directed or placed with outside managers chosen by the adviser. Fee arrangements include both percentage-of-AUM and fixed-fee engagements, and the firm also provides selection-of-other-advisers services as part of its offering. Investment preferences emphasize pooled public vehicles rather than direct-stock strategies. The firm shows a clear preference for public funds/mutual funds as the primary vehicle for core exposures and uses annuities and external real estate funds to address specific client needs or liability-matching objectives. Given the small scale of assets, portfolio construction likely favors broad diversification via mutual funds and targeted alternative allocations rather than bespoke direct-investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices