STORGE

Overview

Storge is an independent RIA organized as an LLC and registered with the SEC in 2019. The firm runs a fee-for-AUM advisory model and acts as a capital allocator for a client base that includes high-net-worth individuals, families and some institutional relationships. Storge’s stated advisory activity is portfolio management for individuals and small businesses; its filings show a clear tilt toward liquid public markets with a stated preference for fixed-income exposure alongside sizable allocations to exchange-traded equities. All client accounts reported by Storge are managed on a non-discretionary basis, which implies the firm emphasizes collaborative decision-making with clients rather than unilateral trading authority. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. An industry affiliation as a real estate broker is noted, which can create direct access to property transactions or referrals that complement its capital-allocation mandate.

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Public Holdings

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Location & Offices