PEACEFUL ADVISORS LLC

Overview

Peaceful Advisors LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees, and its business model centers on personalized relationships—13 clients in total—rather than scale. Investment activity shows a clear tilt toward liquid equity exposure: Exchange-traded equities represent the single largest asset type in client accounts, and the firm reports its assets as fully discretionary. Peaceful Advisors LLC is not flagged as an active ESG investor, nor as a multi-state adviser, and it does not present itself as a capital allocator. Operationally, the choice of Interactive Brokers as custodian points to a trading-capable platform that supports both individual equities and exchange-traded funds, which aligns with the firm’s equity preference. Given the small client base and concentrated AUM, the firm appears to pursue straightforward, liquid, equity-centric portfolios supplemented by mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices