Patuxent Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 121805
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.29%
- Individuals3.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Patuxent Financial Planning, LLC is an independent, individual-owned RIA organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm serves a client base of individuals and families and bills primarily as a percentage of assets under management. It is state-registered in Florida and Maryland and does not identify as an ESG-active manager. The firm's advisory work centers on managed portfolios for private clients rather than institutional advisory or pension consulting. Its business model emphasizes ongoing portfolio oversight and financial planning for a relatively small client roster.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Dorfman Value Investments LLC
RIANewton, MA
Weyhill Investment Counsel, LLC
RIAPorta Investment Management
RIAVallejo, CA
QST Capital LLC
RIASan Francisco, CA