RONALD L PERKINS DBA PERKINS FINANCIAL

Overview

Perkins Financial is a sole-proprietorship wealth practice run by Ronald L Perkins that combines brokerage, insurance distribution and adviser-selection work for a concentrated institutional client set. The firm acts as a qualified custodian and identifies and allocates to third‑party managers rather than running large in‑house portfolio sleeves. Advisory offerings emphasize pension consulting and the selection of other advisers, delivered on a percentage‑of‑AUM fee basis. Perkins Financial operates primarily in a non‑discretionary capacity, positioning itself as a capital allocator that matches client mandates with external funds and insurance products rather than acting as an active discretionary manager. The firm does not present itself as an active ESG investor and is not structured as a multi‑state adviser. Its business lines — broker‑dealer activity, insurance broker services and other financial product sales — point to a model built around product placement and manager selection for institutional clients rather than retail advisory scale.

Assets & Accounts

Investments & Alternatives

Location & Offices