ENGLEBERT FINANCIAL ADVISERS, LLC

Overview

Englebert Financial Advisers, LLC operates as an independent registered investment adviser that combines fee-based wealth management with third-party manager selection. The firm acts as a capital allocator, using collective vehicles and external managers to implement client strategies while also offering direct portfolio management and financial planning. Its client base includes both individuals and families as well as institutional clients, and it runs a multi-fee model (percentage of AUM, hourly and fixed fees) to serve a range of engagement types. Investment activity shows a clear preference for liquid public funds—mutual funds and ETFs form the bulk of assets—while the firm also programs exposures to a diversified set of alternatives through external managers. Englebert Financial Advisers, LLC identifies as an active ESG investor, indicating ESG considerations are incorporated into manager selection and portfolio construction. The firm provides educational seminars and consults on pension matters and selection of other advisers, which supports a model that blends discretionary portfolio management with advisory and consultant roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices