Sabadoodle

Overview

Sabadoodle is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and charges clients using a combination of asset-based fees and fixed fees. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers or sub‑advisors on behalf of clients. Regulatory metadata in the source is limited; Sabadoodle is not identified as a multi‑state or pension consultant, and it does not position itself as an active ESG investor. The firm is described as a capital allocator, which alongside its adviser‑selection activity suggests it places at least some client assets with external managers rather than exclusively managing all strategies in‑house.

Assets & Accounts

Public Holdings

Investments & Alternatives