The Sullivan Group

Overview

The Sullivan Group is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. Its advisory practice is built around portfolio management for individuals and small businesses, and the firm bills clients through a combination of percentage-of-AUM fees and transaction-based commissions. The firm is not structured as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. It also maintains an industry affiliation as a broker‑dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices