Onward Advisors LLC

Overview

Onward Advisors LLC is a limited liability company that registered with the SEC in 2022 and focuses on advisory work for individuals and small businesses. Its primary offerings are financial planning and portfolio management; the firm charges clients using a mix of asset-based fees, hourly billing, and fixed-fee engagements. Ownership is a combination of a domestic entity and an individual, and the firm indicates an affiliation with another adviser. Onward does not identify as a capital allocator and does not flag ESG integration as part of its investment approach. It is not set up as a multi-state adviser. The firm lists several industry linkages—broker-dealer activity, affiliation with another investment adviser, registration as a security-based swap dealer, futures commission merchant connections, and ties to an insurance company—which suggests a broader corporate footprint or related entities that provide transactional, derivatives, and insurance capabilities alongside its advisory services.

Assets & Accounts

Investments & Alternatives