Honey Badger Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 314128
- Website
- hbria.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals95.96%
- Pension & Profit Sharing Plans4.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Honey Badger Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Honey Badger also operates as an insurance broker, and its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- US Government Bonds10%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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