POTTLE FINANCIAL SERVICES, INC

Overview

Pottle Financial Services, Inc. is an independently owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm runs a fee model that combines percentage-of-AUM and fixed-fee engagements and shows a clear preference for equity-centered portfolios. Investment activity centers on exchange-traded equities and ETFs as the primary implementation vehicle, with separate managed accounts used to tailor holdings to client needs. Pottle Financial Services does not position itself as an ESG investor and appears to operate on a single-state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices