PLAINS ADVISORY LLC

Overview

Plains Advisory LLC is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator—constructing and overseeing portfolios while also selecting third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements are mixed: percentage of assets under management, hourly charges and fixed fees are used depending on the engagement. Investment positioning tilts toward equities as the primary preference, with a meaningful portion of assets held in exchange‑traded equities. Plains Advisory also sources exposure to alternative strategies through external managers, and it uses traditional fixed income and insurance products where they fit client objectives. The firm is not identified as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices