HEBERT ADVISORY SERVICES INC

Overview

Hebert Advisory Services Inc. is a small, owner-operated advisory firm that serves individuals, families and small-business clients. The firm’s stated activity centers on portfolio management for individuals and small businesses and the publication of periodicals or newsletters, and its fees combine a percentage-of-AUM charge with subscription revenues. Investment emphasis is on public equities, with a clear preference for exchange-traded vehicles; the firm is not an active ESG investor. Hebert Advisory Services is set up as a corporation under individual ownership and maintains a modest regional footprint. Investment practice leans toward liquid, exchange-traded exposure rather than long lock-ups or broad private capital commitments. The firm uses discretionary authority for a majority of assets under management, and supplements portfolio implementation with mutual funds and limited allocations to commodity exposures through third-party managers or traded commodity instruments. The subscription-fee element suggests the firm also packages market or portfolio commentary and model guidance for clients or subscribers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices