Fallbrook Fi

Overview

Fallbrook Fi is a small, independent registered investment adviser focused on individual and family clients. The firm offers financial planning and portfolio management services for individuals, small businesses and business or institutional clients. Its fee structure combines a percentage of assets under management with hourly and fixed-fee arrangements, which points to a hybrid advisory model that can accommodate one-off planning engagements alongside ongoing discretionary mandates. Investment activity centers on pooled public vehicles—public funds and mutual funds are the dominant holdings—and the adviser identifies as an active ESG investor, suggesting that environmental, social and governance criteria influence manager selection and security screening. Fallbrook Fi is not positioned as a capital allocator and appears to rely on third-party managers and mutual funds for most market exposure. The firm’s size and service mix imply a hands-on, relationship-driven approach rather than large-scale model-portfolio operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices