Liberton Financial LLC

Overview

Liberton Financial LLC is a small, client-focused advisory firm organized as a limited liability company and owned by an individual. The practice concentrates on portfolio management for individuals and small businesses and charges clients on a percentage-of-assets-under-management basis. The firm manages assets on a discretionary basis, favoring exchange-traded equities and other liquid, listed instruments. It does not position itself as an ESG-focused manager, and it is not set up as a multi-state or pension consultant adviser. The firm’s footprint and scale are modest — the reporting profile and custodian choice point to a lean, execution-oriented operation that emphasizes direct market exposure through equities and ETFs, supplemented by allocations to pooled vehicles such as mutual funds and third-party hedge funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices