245 INVESTMENTS LLC

Overview

245 Investments LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, with additional capacity to advise business or institutional accounts. Its investment stance tilts strongly toward equities: filings show a clear preference for exchange-traded securities as the core portfolio exposure. The firm charges a percentage of assets under management and also accepts performance-based fees, indicating it runs active, outcome-focused mandates rather than purely advisory-only relationships. 245 Investments is not flagged as an ESG-focused manager and does not operate as a multi-state adviser per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices