Peacock Financial, LLC

Overview

Peacock Financial, LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and also acts as an insurance broker. Its billing arrangements are flexible, combining percentage-of-AUM fees with hourly and fixed-fee engagements. Peacock Financial does not position itself as an ESG-focused manager, multi-state adviser, pension consultant, or capital allocator; it operates as a small, boutique advisory practice rather than a provider of institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices