Pamet Advisors LLC

Overview

Pamet Advisors LLC is a small, independent registered investment adviser that concentrates on providing financial planning and discretionary portfolio management to individuals, families and small businesses. The firm runs a fee model that includes a percentage-of-assets component alongside hourly and fixed-fee engagements, which supports both ongoing investment management and project-based planning work. Investment activity is equity-focused: the firm reports a clear preference for exchange-traded equities and manages accounts on a discretionary basis through separately managed account (SMA) structures. Pamet does not identify as an active ESG investor and is not a multi-state adviser, and it does not act as a capital allocator—rather, it sources third-party managers for non-core exposures. Custody and trading are handled through Charles Schwab & Co., Inc., and the firm appears to implement portfolios that blend exchange-traded products with pooled vehicles where appropriate. Given the client base and account-level averages, the investment approach is oriented toward personalized, taxable account management and tax-aware execution.

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Location & Offices