Denby Financial Services, LLC

Overview

Denby Financial Services, LLC is an independent, owner-operated registered investment adviser structured as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and publishes periodicals or newsletters as part of its client communications. Its billing arrangements include a percentage-of-AUM fee as well as hourly and fixed-fee engagements, and it operates primarily through non-discretionary client relationships rather than exercising ongoing trading authority. The adviser is not a multi-state or pension consultant, does not position itself as a capital allocator, and does not identify as an active ESG investor. The firm's scale and service mix indicate a boutique practice focused on hands-on planning and advisory work for a limited client base.

Assets & Accounts

Public Holdings

Investments & Alternatives