65 And Sunny! Registered Investment Advisors, LLC

Overview

65 And Sunny! Registered Investment Advisors, LLC operates as a small independent RIA organized as a limited liability company and focused on individual and family clients. The firm acts as a capital allocator and provides a mix of advisory and insurance-broker services: financial planning, portfolio management for individuals and small businesses, pension-related consulting, selection of third-party advisers, and client education through published materials and seminars. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, commission-based sales, and performance-linked fees, which aligns with its dual advisory and insurance distribution role. Investment activity shows a clear tilt toward publicly traded equities, with the firm reporting a preference for exchange-traded securities. The practice appears boutique in scale and largely non-discretionary — the filing reports that assets managed are non-discretionary, indicating that investment decisions generally remain subject to client approval or are implemented through recommended third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices