Finomenon Investments LLC

Overview

Finomenon Investments LLC is a small, independent registered investment adviser run as an owner-operated LLC that focuses on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with services that include selecting outside advisers and running client education sessions. Compensation is flexible — advisers at the firm use a mix of percentage-of-AUM fees plus hourly and fixed-fee engagements — which lets them serve both ongoing wealth-management relationships and project-based planning work. Investment approach is equity‑centric and active on ESG considerations: the firm lists active ESG investing among its practices and acts as a capital allocator when it sources third‑party managers. Custody and execution are centralized through a major retail custodian, which shapes how the firm constructs liquid portfolio cores and implements trading and rebalancing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices