Educated Solutions

Overview

Educated Solutions is a small, owner-operated RIA that manages discretionary portfolios for individual and family clients and runs educational seminars and workshops. The adviser is organized as a limited liability company and operates under a percentage-of-AUM fee model. Its filing classifies the firm as unclassified, and it does not identify as an ESG-focused manager or a multi-state adviser. Investment activity is tilted toward publicly traded equities, with a meaningful allocation placed in exchange-traded vehicles, and the firm supplements equity exposure with mutual funds, annuities and third‑party real estate investments. Portfolio construction appears client-focused and relatively concentrated: the firm lists portfolio management for individuals and small businesses as its primary advisory activity and runs client education programs that likely support its financial planning and investment communication efforts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices