SB ADVISORY, LLC

Overview

SB Advisory, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2012. The firm markets itself primarily to individual and family clients and is identified as a capital allocator—meaning it directs client capital to outside managers in addition to managing portfolios directly. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Core advisory services listed on its ADV are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices