Azure Financial Advisors LLC

Overview

Azure Financial Advisors LLC is a small, independent registered investment adviser serving individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates under a blended fee model—percentage of assets under management, hourly fees, and fixed fees—which supports both ongoing portfolio oversight and stand‑alone planning engagements. Azure does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Investment activity centers on pooled public funds rather than direct stock selection. The firm’s business model favors mutual funds as the primary vehicle for assembling diversified equity, fixed income and multi‑asset exposure, while selectively using third‑party alternative managers for specific niche allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices