FEDERAL PREP

Overview

Federal Prep is a small, fee-based advisory boutique focused on individuals and families. The firm registered with the SEC in 2020 and operates as an individually owned corporate advisor that functions as a capital allocator for client portfolios. Its advisory work centers on discretionary-optional portfolio construction for individuals and small businesses, selecting outside managers where appropriate, and running educational seminars and workshops. Fee billing is generally a percentage of assets under management. The firm's investment posture emphasizes pooled public vehicles rather than direct stock picking: its reporting shows a heavy tilt toward public funds and mutual funds as the primary building blocks of client portfolios. Federal Prep does not position itself as an active ESG investor and appears to run a largely non-discretionary advisory relationship structure as reflected in its asset reporting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices