Sila Financial, LLC

Overview

Sila Financial, LLC is an independent, fee‑based registered investment adviser organized as an LLC that focuses on individual and family clients. The firm operates as a discretionary portfolio manager and offers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Sila Financial emphasizes integration of ESG considerations across client portfolios and relies primarily on third‑party managers and public investment vehicles rather than operating as an in‑house capital allocator. Investment posture centers on publicly traded pooled vehicles as the core building blocks of client portfolios, with active ESG screening and selection layered on top. Alternative exposure is limited but intentional: the firm allocates to real estate through external managers and supplements client solutions with annuity products when appropriate for income, tax or retirement objectives. The business is owner‑managed and charges advisory fees as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices