SAINT FRANCIS CAPITAL

Overview

Saint Francis Capital is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm runs discretionary equity-biased portfolios and charges clients on a percentage-of-AUM fee schedule. Its reported preference is toward exchange-traded equities, and it does not identify as an active ESG investor. Ownership is held by an individual and the adviser is classified as unclassified; client relationships are primarily individual and family households rather than institutional mandates. Investment activity centers on liquid equity exposure as the core allocation, supplemented by mutual funds and third-party real estate allocations. Given the firm’s scale and client base, strategies are likely implemented through a mix of ETFs for broad market exposure and direct equities for concentrated positions, with portfolio construction oriented toward long-term growth for individual and family investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices