Somerset Advisory, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 343852
- Registered since
- September 17, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Somerset Advisory, LLC is a newly formed limited liability company that registered with the SEC in 2026 and is owned by an individual. The firm focuses on delivering financial planning and discretionary portfolio management services tailored to individuals and small businesses. Its stated fee arrangements include a percentage-of-assets-under-management component as well as fixed fees. Somerset identifies as a single-state adviser and does not describe itself as an active ESG investor or a capital allocator. It is not set up as a pension consultant and is not part of a related-adviser structure.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Lydia Moore
Financial PlannerCRD 6246112
Ellen Clarke
Private Wealth AdvisorCRD 6795700
Lauren Pearson
Managing Director and PartnerCRD 5422273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2231 20th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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