OPENAIR FINANCIAL, LLC

Overview

Openair Financial, LLC is an independent registered investment adviser that serves primarily individual and family clients with a mix of financial planning and portfolio management. The firm charges both percentage-of-AUM fees and fixed fees and supplements ongoing advisory relationships with educational seminars and workshops aimed at clients and small-business owners. Openair’s stated practice emphasizes pooled public funds and mutual funds as the core vehicle set, while allocating a portion of client capital to third‑party real estate strategies for diversification and yield. The firm is not marketed as an ESG-focused manager and operates under an ownership structure tied to an individual principal. Investment activity centers on packaged, manager-driven solutions rather than heavy direct-stock active trading. That approach supports scalable client coverage across household relationships and smaller business owners, using mutual funds for core equity and fixed-income exposure and outside real estate funds for alternative return and income profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices