Mayport Wealth Management

Overview

Mayport Wealth Management is an independent registered investment adviser that focuses on planning and discretionary portfolio management for individuals and families. The firm operates as a capital allocator and acts as a selector of outside managers, combining core ETF-based equity exposure with targeted use of mutual funds and externally managed alternative strategies. Its stated advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers; fee arrangements lean toward hourly and fixed-fee engagements rather than a straight AUM-only billing model. Investment activity shows a clear equity orientation: the firm’s filings indicate a pronounced preference for exchange-traded equities as the primary vehicle for market exposure. That equity exposure is implemented largely through broad market ETFs, with a smaller sleeve of individual stocks for tactical or concentrated positions. Mayport also allocates client capital to third‑party alternative managers — specifically hedge funds — and uses mutual funds where they fit client objectives or fill niche exposures. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices