The Linkous Group, Ltd.

Overview

The Linkous Group, Ltd. is an independent, privately owned registered investment adviser organized as a corporation that focuses on individual and family clients. Its advisory services are centered on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees along with hourly and fixed-fee arrangements, and it reports that it does not position itself as a capital allocator or as an active ESG investor. The firm’s regulatory filings show it operates primarily on a non-discretionary basis, which indicates the adviser provides guidance and planning while clients retain final trading authority. Industry affiliations include links to an insurance company, suggesting insurance products may be part of client solutions or referral relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices