Empowering Finance, LLC

Overview

Empowering Finance, LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm serves individual and family clients (and small-business relationships through its portfolio management offering) and charges for advice on an hourly or fixed-fee basis rather than traditional percentage-based asset fees. Its stated advisory activities are financial planning and portfolio management for individuals and small businesses, and it manages client assets on a discretionary basis. From its reported holdings and stated preferences, Empowering Finance runs an equity‑centric investment program. Exchange‑traded equities make up the vast majority of client assets, which indicates a preference for liquid, publicly traded securities—likely a core of ETFs for broad market exposure supplemented with individual equity positions where warranted. The firm is not an active ESG investor and does not position itself as a capital allocator to private funds; its model appears to focus on public-market solutions and advice-led relationships rather than direct participation in private alternative funds.

Assets & Accounts

Public Holdings

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Location & Offices