Sursum Financial LLC

Overview

Sursum Financial LLC is an independent, individually owned registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management, serving individual investors and small businesses as well as larger business or institutional accounts. Part of its offering is selecting and allocating to third-party managers on clients’ behalf. Client engagements can be billed in multiple ways: a percentage of assets under management, hourly fees, fixed fees, and performance-based compensation. The firm does not identify itself as an active ESG investor and is not flagged as a multi-state adviser. Services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices