Fonte Financial Advisors

Overview

Fonte Financial Advisors is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM billing and hourly charges. Investment posture at Fonte Financial Advisors favors publicly traded equities as the primary portfolio sleeve, supported by allocations to third‑party alternative fund managers. The firm operates primarily in a discretionary capacity (the large majority of assets are managed discretionarily) and uses external managers for private-market exposure rather than running in-house alternative funds. Fonte is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices