AFL ADVISORY GROUP LLC

Overview

AFL Advisory Group LLC is a small, fee-based registered advisory firm focused on discretionary portfolio management for individuals, small businesses and institutional clients. The firm reports active management rather than a passive or index-only approach, and its mandate centers on traditional asset allocation with a meaningful liquidity position. AFL is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Compensation is charged as a percentage of assets under management, aligning its revenue model with client AUM growth. Investment activity shows a preference for keeping sizable cash balances alongside diversified public-market exposure via mutual funds, while supplementing core allocations with third-party real estate managers for alternative exposure. The firm describes itself as an unclassified domestic entity that serves both individual & family and institutional clients and does not act as a direct capital allocator.

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