THE WORLEY BANKS GROUP, LLC

Overview

The Worley Banks Group, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2020. The firm serves individual and family clients, plus small business relationships, and charges fees on a percentage-of-AUM basis. Its advisory practice centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a strong tilt toward publicly traded pooled vehicles—primarily mutual funds—rather than direct stock-picking or specialized alternative allocations. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices