Openair Financial, LLC

Overview

Openair Financial, LLC is an independent SEC-registered registered investment adviser organized as an LLC. The firm is owned by an individual and positions itself as a fee-based adviser serving individual and family clients. Its compensation model combines percentage-of-AUM fees with fixed-fee engagements. The firm’s stated advisory activities center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. FINTRX data shows the firm does not identify as an active ESG investor, is not a pension consultant, and is not listed as a capital allocator or related adviser. The firm registered with the SEC in 2023.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices