Mecklenburg Financial Group

Overview

Mecklenburg Financial Group is an independent, owner-operated registered investment adviser serving individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients primarily a percentage of assets under management and occasional hourly fees. Filings show the firm operates as a limited liability company and maintains a small, discretionary practice; their investment activity centers on public mutual funds as the primary vehicle for client exposure, with selective use of third-party alternative managers where appropriate. The adviser does not position itself as a capital allocator to institutional funds, and it is not an active ESG investor. Services are aimed at private clients rather than institutional pensions or multi-state advisory programs. Advisory scope is straightforward: comprehensive planning combined with discretionary portfolio oversight for a compact client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices