Determined Advisors LLC

Overview

Determined Advisors LLC is a small, independent registered investment adviser operating as a limited liability company and focused on individuals and families, with services that extend to small business owners. The firm delivers financial planning and portfolio management and appears to run primarily discretionary strategies, implementing client portfolios on a hands-on basis. Its stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which suggests work across both ongoing wealth management relationships and project-driven planning assignments. Investment activity is heavily equity-oriented. The firm shows a clear preference for exchange‑traded equities—both ETFs and individual listed stocks—for core portfolio exposure, while also using mutual funds and selective third‑party alternatives for diversification. Determined Advisors is not positioned as an ESG-focused manager and does not report multi-state adviser status or pension consulting as part of its public profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices