STORIE FINANCIAL ADVISORY LLC

Overview

Storie Financial Advisory LLC is a small, independent registered investment adviser focused on serving individuals, families and small business owners. The firm combines accounting services with financial planning and portfolio management delivered primarily on a non-discretionary, hourly-fee basis. Investment activity tilts toward public equities—exchange-traded stocks and ETFs are the dominant exposure—while the firm also uses a range of third-party alternative managers to broaden client portfolios. Storie is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices