PELORUS FINANCIAL, LLC

Overview

Pelorus Financial, LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging clients on a percentage-of-assets and fixed-fee basis. Pelorus positions itself as a traditional advisory practice rather than a capital allocator or multi-state institutional consultant, and it does not identify as an active ESG investor. Investment activity shows a clear tilt toward public, exchange-listed securities. The firm relies primarily on discretionary portfolio management and appears to implement equity-heavy allocations for its client base. Given the number of accounts per client and the custodial setup, Pelorus likely uses separately managed accounts and brokerage custody to deliver customized allocations across taxable and retirement accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices