ASA Advisors, Inc.

Overview

ASA Advisors, Inc. is a small, independent registered investment adviser that focuses on wealth advisory and portfolio management for individuals and families. The firm acts as a capital allocator for its client base, offering a mix of financial planning, discretionary portfolio management, pension consulting and the selection of third‑party advisers. Fee arrangements include percentage of assets under management, hourly fees and fixed fees, which allows flexibility across smaller and mid‑sized client relationships. Investment positioning is equity‑centric: the firm shows a clear preference for exchange‑traded equities and ETFs as core building blocks. ASA Advisors, Inc. does not present itself as an active ESG investor and operates with a narrow, focused client footprint rather than a national multi‑state platform. Custody and execution are routed through major custodians (primarily Charles Schwab), supporting a straightforward institutional plumbing for traded securities and pooled vehicles.

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Location & Offices