R Gregory Souder

Overview

R Gregory Souder operates a sole-proprietorship advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and serves a client base made up primarily of individual and family investors. Investment activity is tilted heavily toward publicly traded equities: the adviser shows a clear preference for exchange-traded instruments and structures most client allocations around equity exposure rather than fixed income or alternative strategies. The practice is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator to third‑party private funds.

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Location & Offices