Bone Asset Management

Overview

Bone Asset Management is an independent, LLC-structured advisory firm that serves individual and family clients. The firm operates as a capital allocator and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers. Bone Asset Management is state-registered in Indiana and Michigan. Ownership is listed as individual, and the firm appears to run a relatively compact, advisor-led practice oriented toward outsourced manager selection alongside direct portfolio work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices