B1 Financial

Overview

B1 Financial is a privately held limited liability company operating as an independent registered investment adviser focused on individuals and families. The firm is owned by an individual and provides financial planning alongside portfolio management for individuals, small businesses and pooled investment vehicles. Its compensation blends an asset-based fee schedule with hourly charges. B1 Financial is registered to do business in California, Florida, New Mexico, New York and Ohio. The firm does not present itself as a capital allocator; its business model centers on delivering advisory and planning services directly to clients rather than deploying capital on behalf of outside managers. ESG is not listed as an active component of the investment process.

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Public Holdings

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Location & Offices