Llewellyn Financial LLC

Overview

Llewellyn Financial LLC is a small, independent registered investment adviser that provides financial planning and discretionary portfolio management for individuals, families and small businesses. The firm favors equity-centric portfolios, with a clear preference for exchange-traded equities as the primary building block of client portfolios. Fee arrangements are flexible and include a percentage-of-AUM component alongside hourly and fixed-fee offerings, which suits a mix of ongoing wealth management and project-based planning work. Llewellyn Financial does not position itself as a capital allocator or pension consultant, and it does not identify as an active ESG investor. The firm uses third-party managers for certain alternative exposures—primarily real estate—while keeping direct portfolio allocations focused on liquid public markets. Its structure and service set align with a boutique adviser serving a concentrated client base rather than a multi-state or institutional practice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices