LEBENS ADVISORY GROUP LLC

Overview

Lebens Advisory Group LLC is an independent registered investment adviser operating as a limited liability company that serves individuals, families and select institutional clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it also provides pension consulting and manager selection services. Its business model mixes percentage-of-assets and fixed-fee arrangements, and the firm acts as a capital allocator—deploying client capital across third‑party managers and pooled vehicles in addition to direct holdings. Investment activity shows a clear tilt toward equities, with exchange‑traded instruments making up the largest share of assets. The firm does not present itself as an ESG‑focused manager. Advisory decisions include both discretionary and non‑discretionary mandates and the firm engages external managers when appropriate, which aligns with its stated selection-of-other-advisers capability.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices