Phibbs Financial

Overview

Phibbs Financial is a privately owned limited liability company operating as a non-independent retail registered investment adviser focused on individuals and families. The firm charges fees as a percentage of assets under management and describes itself as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Core advisory services center on portfolio management for individuals and small businesses, selecting other advisers (third‑party managers), and offering educational seminars or workshops. Phibbs Financial is not positioned as an active ESG investor and does not report multi‑state adviser status. The firm maintains an industry affiliation with an insurance company, which may influence product availability or distribution, and its ownership is categorized as individual rather than a larger institutional or employee‑owned structure.

Assets & Accounts

Public Holdings

Investments & Alternatives