Firmament Financial

Overview

Firmament Financial is an independent, individually owned registered investment adviser organized as a limited liability company. Its client focus is individuals and families, and the firm combines financial planning with portfolio management for individuals, small businesses, and institutional/business clients. The advisory engagement model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Professional activity is listed as accounting, which suggests client relationships may be integrated across tax, planning, and investment services. The firm is not positioned as a capital allocator to third-party alternative managers, is not an active ESG investor, and does not operate as a multi-state adviser. Its registered activities emphasize direct portfolio management and planning rather than delegated manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives