EXECUTIVE SERVICES, LLC

Overview

Executive Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm primarily serves individuals, families and some institutional clients, delivering financial planning and discretionary and non‑discretionary portfolio management focused on individuals and small businesses. Its billing arrangements include traditional percentage‑of‑AUM fees alongside hourly and fixed‑fee engagements. The adviser is not positioned as a capital allocator to third‑party managers, does not self‑identify as an ESG investor, and does not operate as a multi‑state or pension consulting practice. The firm lists an affiliation with an insurance company in its filings, which may reflect distribution or product relationships rather than a broader asset allocation mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives