Ignite Financial LLC

Overview

Ignite Financial LLC is a small independent registered investment adviser serving individuals and families, with a focus on personalized financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a combination of percentage-of-AUM and fixed fees and positions itself to build diversified, managed portfolios rather than acting as a pure broker or capital allocator. Investment activity centers on pooled public funds—mutual funds are the dominant vehicle—supplemented by fixed-income and insurance-wrapped products. The firm appears to use third-party alternatives selectively, allocating to hedge funds, real estate, commodities and oil & gas to add non-correlated sources of return and income to client portfolios. Advisory services emphasize ongoing portfolio management tied to comprehensive financial plans for a relatively small and concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices