Buoyant Financial

Overview

Buoyant Financial is an independent RIA structured as an LLC that serves individual and family clients with financial planning and portfolio management, including small-business owner relationships. The firm charges either a percentage of assets under management or fixed fees and operates primarily on a discretionary basis. Investment activity is weighted heavily toward public equities — exchange-traded securities make up the bulk of assets — with a secondary interest in real estate through external alternative managers. Buoyant Financial does not position itself as an ESG-focused manager and appears to run a compact, concentrated advisory practice rather than a broad multi-state operation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices