FINACURA ADVISORY LLC

Overview

Finacura Advisory LLC is an independent, owner-operated registered investment adviser that serves individuals and families with fee-based planning and portfolio management. The firm runs a concentrated, equity-first strategy: exchange-traded equities make up the vast majority of client assets and the advisory practice is centered on discretionary portfolio management and financial planning. Fee arrangements include a percentage of assets under management and hourly charges, which aligns with a boutique, high-touch service model for a small client base. The firm is not positioned as an ESG investor and does not present itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices