Hozie Consulting

Overview

Hozie Consulting is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a narrow client base of individuals and families, and provides financial planning and portfolio management for individuals and small businesses. Its business activities also include accounting services, which suggests integrated tax and bookkeeping support alongside investment advice. In managing client portfolios Hozie Consulting favors pooled public investment vehicles—primarily mutual funds—rather than bespoke single-stock strategies. The firm charges a mix of fee types (percentage of AUM, hourly, and fixed fees) and operates with fully discretionary authority across the assets it manages. Hozie Consulting does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices