FALCONER GROUP

Overview

Falconer Group is an independent, privately owned registered investment adviser that primarily serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients based on a percentage of assets under management alongside hourly fees for select work. Falconer Group does not market itself as an ESG investor, does not operate as a multistate adviser, and is not positioned as a capital allocator to third-party managers. The adviser appears focused on traditional wealth-management relationships rather than institutional consulting or pension work. Its business model centers on discretionary and non-discretionary client advisory services delivered from a single, owner-led corporate structure.

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Public Holdings

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Location & Offices