Calvie Financial

Overview

Calvie Financial is a small, fee-based wealth advisory firm organized as a limited liability company and run by an individual owner. The firm provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. Investment activity is concentrated in pooled public funds rather than direct-stock portfolios, and the firm identifies itself as an active ESG investor, indicating that environmental, social and governance factors are incorporated into manager selection and portfolio construction. As a capital allocator, Calvie Financial leans on third‑party managers for both public and alternative exposures rather than acting as a direct sponsor of private deals. Its business model centers on percentage-of-AUM fees and hands-on selection of external managers where appropriate, which fits a boutique adviser servicing a limited number of accounts with customized planning and managed strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices