VENTUREMFO LLC

Overview

Venturemfo LLC is a small, individually owned investment adviser organized as an LLC that combines accounting services with fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees, and it does not position itself as an ESG-driven manager. Its reported practice favors publicly traded equities as the primary vehicle for client exposure, while also maintaining access to a range of third‑party alternative strategies for diversification and income generation. The adviser is not classified as a multi-state or newly formed adviser and does not act as a capital allocator or pension consultant. Its business mix — accounting plus advisory work — suggests a client base that may value integrated tax and financial planning, with discretionary portfolio management used to implement plans and manage taxable events.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices