TUDOR FINANCIAL, INC.

Overview

Tudor Financial, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and seminars. Its fee model is a mix of percentage-of-AUM billing along with hourly and fixed-fee engagements, allowing flexibility for planning-only relationships as well as ongoing discretionary management. Investment philosophy tilts toward equity-oriented solutions. Tudor Financial implements client portfolios largely through exchange-traded securities—both single-name stocks and ETFs—favoring liquidity and cost efficiency for core exposures. Beyond listed markets, the firm supplements equity allocations with third-party alternative managers across private equity, hedge funds, and real estate when appropriate for client objectives that can tolerate lower liquidity. The firm does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices