Poket Financial, LLC

Overview

Poket Financial, LLC is a small, fee-only advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and tilts its client solutions toward equity exposure. Its client base is limited and concentrated, which suggests a high-touch, personalized advisory model rather than a large institutional or multi-state platform. Investment activity centers on exchange-traded equities held in discretionary accounts, with mutual funds used as a secondary vehicle. Poket Financial does not present itself as an active ESG investor, nor does it operate as a multi-state adviser or pension consultant. The firm’s allocation approach favors equities, and the structure implies use of separately managed accounts or direct listed-equity strategies to implement that preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices