SHELTERED GARDEN FINANCIAL GROUP LLC

Overview

Sheltered Garden Financial Group LLC is a small, individual-owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm shows a clear preference for equity exposure, operating with discretionary authority over its accounts. Its fee arrangements are flexible—charging a percentage of assets under management, hourly fees and fixed fees—allowing it to tailor pricing to different client needs. The adviser reports no active ESG investing focus and does not operate as a multi-state adviser. Investment activity centers on exchange-traded equities and mutual funds as the core public market building blocks, while third-party hedge funds are used as an alternative allocation. Portfolios appear to be implemented through separately managed account structures and custodial relationships that favor liquid, cost-efficient instruments held at a major custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices