J. FRANKLIN FINANCIAL LLC

Overview

J. Franklin Financial LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it acts as a capital allocator through selection of other advisers and sub‑advisors. Fee arrangements include both a percentage‑of‑assets model and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser. Investment activity centers on professionally managed public funds and mutual funds rather than direct, high‑concentration stock bets. The firm’s advisory work includes constructing managed accounts and selecting external managers where appropriate, indicating a preference for diversified, manager‑driven solutions rather than proprietary product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices