SHARP FINANCIAL

Overview

Sharp Financial is an independent RIA organized as a limited liability company and registered with the SEC in 2017. The firm acts as a capital allocator for a client base made up of individuals, families and institutional accounts. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Investment activity centers on publicly traded equities and ETFs as the dominant exposure, supported by the use of separate managed accounts and third‑party managers for specialty allocations. The firm reports a clear preference for equity-oriented strategies and uses external managers when allocating to alternative strategies such as hedge funds.

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