Feltman & Co LLC

Overview

Feltman & Co LLC is a small, owner-operated registered investment adviser that focuses on fee-based portfolio management for individuals and small businesses. The firm runs a straightforward, equity-first investment approach: its managed account activity is concentrated in exchange-traded equities, which the adviser uses as the primary building blocks for client portfolios. The firm charges a percentage-of-AUM fee and positions itself to deliver liquid, tax-efficient equity exposure while supplementing portfolios through third-party managers for alternative strategies when appropriate. Feltman & Co LLC is not an active ESG investor, does not report as a multi-state adviser, and its business classification is focused squarely on direct portfolio management rather than pension consulting or capital allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices