Concinnus Financial, Inc

Overview

Concinnus Financial, Inc. is an independent registered investment adviser that serves individual and family clients, with additional portfolio management services geared toward small businesses. The firm operates as both an advisory and accounting practice: advisory services include financial planning, discretionary portfolio management and the publication of periodicals or newsletters, while the accounting role suggests tax-aware advice is part of the client offering. Fee arrangements combine a percentage-of-assets-under-management model with hourly charges for planning or consulting work. Investment activity shows a clear equity orientation. The firm reports a strong preference for exchange-traded equities, allocating the bulk of client capital to liquid, listed instruments. Concinnus Financial, Inc. manages portfolios on a discretionary basis, indicating it implements investment decisions on clients’ behalf rather than operating solely as an advisor who makes recommendations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices