Context Financial LLC

Overview

Context Financial LLC is an independent, owner-run registered investment adviser organized as an LLC that serves individual and family clients. The firm blends advisory services and insurance brokerage: it provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator, but it is not an active ESG investor, not a multi-state adviser, and does not position itself as a pension consultant or related adviser to another RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices