Factor Financial

Overview

Factor Financial is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. It also operates as an insurance broker, which it uses alongside advisory services to build client solutions. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing the firm to tailor billing to planning or advisory work. As a capital allocator, the firm emphasizes managed exposure through pooled public funds rather than large direct equity bets. Factor Financial does not report active ESG investing and is structured to serve a localized client base rather than a multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices