STUDDARD FINANCIAL, LLC

Overview

Studdard Financial, LLC is an independent, owner-operated RIA organized as an LLC that advises individuals and families. The firm provides financial planning, portfolio management for individual and small-business clients, and issues periodic publications. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as a multi-state adviser, is not positioned as a capital allocator, and does not flag active ESG investing as part of its stated profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices