RULE72 FINANCIAL

Overview

Rule72 Financial is a small, independent registered investment adviser organized as an LLC that focuses on integrated financial planning and discretionary portfolio management for individual and family clients, including small-business owners. The firm offers fee arrangements by percentage of assets under management, hourly engagements and fixed-fee engagements, and includes a service to select other advisers when clients need capabilities beyond the firm’s in-house offering. Investment implementation centers on public funds and mutual funds as the primary building blocks. Rule72 Financial serves as a capital allocator in client portfolios, engaging third‑party alternative managers where appropriate to complement its mutual fund-heavy core. The adviser reports no active ESG emphasis and operates on a single-state basis.

Assets & Accounts

Investments & Alternatives

Location & Offices