PHIBBS FINANCIAL

Overview

Phibbs Financial is a small, individual-owned LLC that provides advisory services to individual and family clients on a fee basis tied to assets under management. The firm’s stated activities center on portfolio management for individuals and small businesses, selecting outside advisers or subadvisors, and running educational seminars or workshops. It identifies as a capital allocator that leans on third-party managers rather than building large in-house alternative platforms. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives