TORCHLIGHT FINANCIAL

Overview

Torchlight Financial is a small, independent registered investment adviser serving individual and family clients. The firm combines fee-based portfolio management with financial planning and educational seminars, using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Investment activity centers on delegated, pooled public strategies—mutual funds and ETFs—for core exposures, supplemented by third‑party real estate allocations and annuities for income and diversification. Torchlight Financial does not position itself as an ESG-focused manager, and it reports a primarily single-state operating footprint under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices