21:5 Advisors, LLC

Overview

21:5 Advisors, LLC is an independently owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm provides financial planning and portfolio management specifically for individuals and small businesses. Its fee approach is multi-faceted: it charges a percentage of assets under management and also uses hourly and fixed-fee arrangements (and other fee structures as needed). The firm does not self-identify as an active ESG investor and is not described as a capital allocator. 21:5 operates with discretionary authority over client assets (its reported discretionary assets equal its total assets), indicating portfolio decisions are typically made on clients’ behalf rather than only by recommendation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices