SILVERBACK FINANCIAL

Overview

Silverback Financial is a small, fee-based advisory firm that manages portfolios for individuals and families, as well as small-business owners. The firm operates as a limited liability company under individual ownership and runs a percentage-of-AUM fee model. Its advisory focus is direct portfolio management rather than pension consulting or institutional capital allocation, and it is not positioned as an active ESG investor. Investment activity is weighted toward pooled public funds — mutual funds and similar vehicles — with a notable allocation to real estate through third-party managers. The firm manages both discretionary mandates and non-discretionary relationships, allowing it to flex between full portfolio control and advisory roles depending on client preferences.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices