Fish Advisory, LLC

Overview

Fish Advisory, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides portfolio management services targeted at individuals, small businesses and institutional clients, charging fees based on a percentage of assets under management. It does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser. Business activity is concentrated on discretionary portfolio management for individual and family clients as well as smaller institutional relationships. The firm is not positioned as a capital allocator or as a related adviser; its stated focus is direct advisory and portfolio oversight rather than managing outside manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives