D.A. FLOWERS & COMPANY, LLC

Overview

D.A. Flowers & Company, LLC is an independent registered investment adviser focused on serving individual and family clients, along with small business relationships. The firm centers portfolio management and comprehensive financial planning as its core activities, running discretionary mandates across client accounts. Investment philosophy skews toward equities as the primary return engine, with separate managed account structures used to implement client-specific equity exposures and risk profiles. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements for planning or discrete advisory work. The firm is not positioned as an ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices