KARAGOSIAN FINANCIAL SERVICES, INC

Overview

Karagosian Financial Services, Inc. is a small, fee-based RIA focused on portfolio management for individuals and small businesses. The firm prefers equity-centered strategies, using exchange-traded equities as the primary building block of client portfolios while maintaining discretionary management authority on the bulk of assets. It charges clients on a percentage-of-AUM basis and concentrates on delivering tailored investment solutions to a limited client base rather than institutional mandates or retirement-plan consulting. Registered with the SEC in 2021 and owned by an individual, the firm is not positioned as a multi-state or pension consultant; its operating model centers on direct advisory relationships and discretionary portfolio oversight. The firm is not an active ESG investor and does not present itself as a capital allocator in the sense of running dedicated private funds. Advisory activity is described specifically as portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices