Hazelwood Investment Advisors LLC

Overview

Hazelwood Investment Advisors LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The adviser is not positioned as a multi-state or institutional pension consultant, does not describe itself as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices