ADV Investment Management

Overview

ADV Investment Management operates as a sole proprietorship focused on financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that combines a percentage of assets under management and hourly charges, indicating a mix of ongoing advisory relationships and project-based engagements. Its filings identify it as an active ESG investor, so environmental, social and governance factors are part of its investment process alongside conventional financial analysis. The business is organized around a single-owner, individual-adviser structure rather than a multi-adviser or institutional platform. Investment activity leans toward publicly traded pooled vehicles rather than heavy direct security selection or proprietary product manufacturing. The firm is not a multi-state adviser and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices