AFSC ADVISORS, INC

Overview

Afsc Advisors, Inc. is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm operates as both an RIA and a broker/insurance broker, which means it combines fee-based advisory services with access to brokerage products and insurance solutions. Its stated investment preference is equity-focused: the firm allocates the majority of client portfolios to exchange-traded equities and ETFs, using discretionary management to implement those positions. Afsc Advisors charges a mix of percentage-of-AUM fees and hourly planning fees, positioning itself to serve mass-affluent households rather than ultra-high-net-worth families. The firm is not an active ESG investor and is classified as an independent, individually owned adviser rather than part of a larger capital allocator or multi-state advisory network. Because its discretionary assets equal total assets, the advisor primarily manages client money on a discretionary basis, making portfolio construction and ongoing rebalancing core parts of its service offering.

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