Ventoux Financial Advisors, LLC

Overview

Ventoux Financial Advisors, LLC is an independent RIA focused on serving individual and family clients, with additional services directed at small businesses. The firm blends financial planning with portfolio management and operates an insurance brokerage, which figures into how it constructs client solutions. Fee structures are flexible—percentage of assets under management, hourly engagements, and fixed-fee arrangements are all used—so client billing is adapted to engagement type. Investment activity shows a clear bias toward publicly traded equities. The adviser is not positioned as a capital allocator and does not report an ESG emphasis. Portfolio management is predominantly discretionary, with the firm retaining the ability to implement equity-heavy allocations and insurance-linked products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices