Dixie's Tax & Financial Services, L.L.C.

Overview

Dixie's Tax & Financial Services, L.L.C. operates as an owner-managed limited liability company that combines accounting with fee-based investment advisory work. The firm describes its advisory activity around financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It identifies as a capital allocator and bills clients on a percentage-of-AUM basis. The firm is structured as an individual-owned adviser and lists its primary business activity as accounting. It does not position itself as an active ESG investor, is not registered as a multi-state adviser, and does not describe pension consulting or related-adviser relationships. An industry affiliation with an insurance company is noted.

Investments & Alternatives

Location & Offices