David Lurch LLC

Overview

David Lurch LLC is an independent registered investment advisor organized as a limited liability company that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis and for some services on an hourly basis. It does not present itself as a multi-state or pension consultant adviser, and it is not identified as an active ESG investor. The firm lists industry connections to both a broker-dealer and an insurance company, which aligns with its use of annuities among available investment vehicles. The adviser does not operate as a capital allocator; instead it appears to use third-party managers for certain alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives