BOBB FINANCIAL INCORPORATED

Overview

Bobb Financial Incorporated is an independent RIA that runs a fee-based advisory practice focused on individual and family clients. The firm operates as a capital allocator: it manages discretionary portfolios while also selecting outside advisers and running financial planning and educational services. Investment activity is equity-forward, with a clear preference for exchange-traded equities as the core exposure. The firm offers flexible billing (percentage of AUM, hourly and fixed fees) which supports both ongoing portfolio management and one-off planning or consulting work. Portfolios are managed on a discretionary basis across a relatively concentrated AUM base, which lets the firm implement model tilts and third-party manager allocations without needing to maintain multiple custody relationships. Bobb Financial is not an active ESG investor and is not registered as a multi-state adviser, which suggests a practice focused on a regional client base and conventional risk/return approaches rather than thematic/ESG mandates.

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Public Holdings

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Location & Offices