Onward Advisors LLC

Overview

Onward Advisors LLC is an SEC-registered investment adviser (registered in 2022) organized as a limited liability company. The firm provides financial planning and portfolio management services targeted at individuals and small businesses. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The adviser is identified as a related adviser and lists ownership by a combination of a domestic entity and an individual. It does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm maintains a range of industry relationships and affiliations beyond pure advisory work, including links to broker‑dealer activity and roles such as other investment adviser, registered security-based swap dealer, futures commission merchant, and an insurance company connection. The firm’s ADV indicates it does not serve as a broad capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices