Privus Financial, LLC

Overview

Privus Financial, LLC is an independent, Texas-registered limited liability company that operates as a small advisory firm and accountant. The firm is owned by an individual and describes itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning and the selection of other advisers rather than large-scale in-house asset management. Fee arrangements include fixed fees and other customized fee structures. Privus does not identify as an active ESG investor and is not organized as a multi-state adviser. The firm lists an affiliation with an insurance company and includes accountant services among its business activities, which suggests a mix of tax/accounting and planning work alongside advisory responsibilities. The combination of selection-of-other-advisers capability and capital allocator status points to a model where Privus places client assets with external managers or insurance products rather than concentrating all investing on its own platform.

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Location & Offices