Digiovanni Financial Group, LLC

Overview

Digiovanni Financial Group, LLC is a small, fee-based advisory firm that manages portfolios primarily for individual and family clients, including small business owners. The firm favors an equity-oriented approach: exchange-traded equities and ETFs make up the largest slice of their invested assets, reflecting a tilt toward publicly traded equity exposure rather than fixed-income or cash-heavy strategies. Advisory activity is concentrated on portfolio management rather than pension consulting or multi-state institutional mandates, and the firm charges fees as a percentage of assets under management. Risk posture and manager allocation appear centered on liquid, marketable instruments—primarily exchange-traded securities and mutual funds—rather than direct allocations to external alternative fund managers. Investment decision-making is executed at the account level, with a mix of discretionary and non-discretionary relationships across a small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices