Confiance Financial LLC

Overview

Confiance Financial LLC runs a compact, equity-first advisory practice that provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. The firm operates as an individual-owned LLC and acts as a capital allocator, directing client capital into both listed equities and third-party managers. Its stated fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements, giving flexibility for smaller relationships and project work as well as ongoing discretionary mandates. Confiance does not position itself as an ESG investor and is not a multi-state adviser. Portfolio construction is tilted strongly toward exchange-traded equities, reflecting a preference for liquid, transparent instruments that can be scaled across a small book of accounts. At the same time, the firm uses outside alternative managers—specifically hedge funds—and mutual funds when seeking differentiated or manager-driven exposures, suggesting a blended approach: core long equity exposures supplemented by external active strategies for diversification or alpha.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices