Plectrum Advisers LLC

Overview

Plectrum Advisers LLC is an independent, owner-operated registered investment adviser serving individuals, families and some institutional clients. The firm runs discretionary portfolios with a clear bias toward publicly traded equities, delivering portfolio management alongside financial planning and educational seminars. Its fee structure is flexible — the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee arrangements — allowing customization for different client needs. Plectrum is not positioned as an ESG-focused manager and does not present itself as a capital allocator; instead it sources third-party strategies and implements them in separately managed account (SMA) and advisory wrappers. Investment activity centers on equity exposure via exchange-traded instruments held in SMA structures that permit tax-aware and client-specific customization. The adviser’s business mix emphasizes personalized portfolio management for individuals and small businesses, with educational outreach as a client service line.

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Public Holdings

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Location & Offices