PECUSAVVY FINANCIAL
Firm details
- Headquarters
- El Paso, Texas
- CRD number
- 339768
- Registered since
- February 4, 2026
- Website
- pecusavvyfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.94%
- Individuals25.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pecusavvy Financial is an independent, individual-owned registered investment adviser established as an LLC and first registered with the SEC in 2026. The firm positions itself as a capital allocator for individual and family clients, charging fees based on a percentage of assets under management. Its primary service set centers on financial planning and portfolio management for individuals and small businesses, plus pension consulting and selecting outside advisers when appropriate. Pecusavvy Financial reports it is a newly formed adviser, does not market itself as an active ESG investor, and is not set up as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Investment Grade Corp Bonds16%
- US Government Bonds8%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
Contacts
1 of 1Benjamin Lopez
Principal and OwnerCRD 6436076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Paso, TX
EL PASO
Location
El Paso, TX
Headquartered in El Paso, TX, anchoring the El Paso-Las Cruces, TX-NM metro in the South.
- Metro area
- El Paso-Las Cruces, TX-NM
- Region
- South
- County
- EL PASO
- Address
- 1214 Montana Ave
- Time zone
- CT (UTC-6)
- Office locations
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