A. Neff Associates LLC

Overview

A. Neff Associates LLC is a small, independent registered investment adviser serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services, charging a mix of percentage-of-AUM and hourly fees. Filings indicate the adviser operates as a single-office practice with an owner-type listed as an individual and does not act as a capital allocator to external managers. Investment activity is concentrated in pooled public vehicles rather than direct-stock portfolios or private placements. The firm reports a non-discretionary advisory model across its client base, meaning clients retain final trading authority. The adviser does not identify as an active ESG investor and is not described as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices