FELLOWSHIP FINANCIAL GROUP

Overview

Fellowship Financial Group is an independent, individually owned registered investment adviser that acts as a capital allocator for both individual and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of other advisers. Its fee model combines an asset-based percentage with hourly charges and other fee arrangements, reflecting a hybrid approach to client engagements. Investment activity favors equities: the firm shows a clear preference for exchange-traded equities as the dominant asset class within discretionary mandates. Fellowship Financial Group also uses third-party managers and external funds to access niche strategies, and it integrates mutual funds and corporate debt for broad market and fixed-income exposure. The firm is not positioned as an active ESG investor and does not currently market itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices