FELTL ADVISORS

Overview

Feltl Advisors is a SEC-registered investment adviser structured as an LLC that primarily serves individual and family clients alongside select institutional relationships. The firm’s stated investment orientation favors equities, with a clear tilt toward exchange-traded instruments. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, and it operates as a capital allocator when sourcing outside managers. Feltl runs primarily non‑discretionary mandates and offers fee arrangements that include percentage‑of‑AUM fees, fixed fees and other fee types. The firm maintains industry relationships with a broker‑dealer and an insurance company, which is consistent with its use of annuities in client solutions. Feltl is a multi‑state adviser and is active in allocating client capital to third‑party alternative managers, specifically private placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices