Open Door Investment Advisors, Inc.

Overview

Open Door Investment Advisors, Inc. is an independent, owner-managed registered investment adviser that serves individuals and families, as well as small-business clients. The firm’s advisory work centers on financial planning and discretionary portfolio management, with client relationships billed on an assets-under-management percentage and hourly charges for planning work. Investment activity is skewed toward liquid, publicly traded instruments: the firm shows a clear preference for equities, using exchange-traded securities as the primary vehicle for portfolio exposure. Open Door is not an ESG-focused manager, does not operate as a capital allocator, and does not present itself as a multi-state or pension consultant adviser. Portfolio construction appears to lean toward direct equity exposures and pooled vehicles rather than private-market programs. Given the firm’s scale and client base, the investment approach likely emphasizes customized equity mixes and mutual fund sleeves for diversification, with discretionary oversight across client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices