SICNER ASSET MANAGEMENT, L.L.C.

Overview

Sicner Asset Management, L.L.C. is a small, owner-operated advisory firm focused on discretionary portfolio management for individuals and small businesses. The firm runs a concentrated, equity-first approach: exchange‑traded equities are the dominant exposure and account construction appears built around separately managed accounts. Fee arrangements combine a percentage of assets under management with the option for hourly charges, which is consistent with bespoke work for high‑net‑worth clients and select institutional relationships. Sicner is not positioned as an active ESG investor and does not identify as a multi‑state adviser. Investment activity centers on equity allocations rather than fixed income or cash-heavy strategies. The firm classifies itself as serving both individual & family and institutional clients, which suggests it balances higher‑touch, customized wealth management with some institutional portfolio mandates.

Assets & Accounts

Public Holdings

Location & Offices