Norseman Advisory Group, Inc.

Overview

Norseman Advisory Group, Inc. is an independent, privately owned registered investment adviser operating as a corporation and focused on serving individuals and families. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses, along with selection of third‑party advisers and educational seminars or workshops. Its fee arrangements are flexible—charging on a percentage‑of‑AUM basis as well as offering hourly, fixed, and other fee models. Norseman does not identify as an active ESG investor and does not operate as a multi‑state adviser. The firm lists an affiliation with an insurance company, which may inform some product offerings or planning relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices