SURSUM FINANCIAL LLC

Overview

Sursum Financial LLC is an independent, individual-owned registered investment adviser that operates as a small capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, and acts as a selector of other advisers when clients require outside manager solutions. Its fee model is flexible, combining percentage-of-AUM billing with hourly fees, fixed fees and performance-based arrangements — a structure that supports both standard advisory relationships and incentive-linked mandates. Investment activity centers on equity exposure through exchange-traded vehicles and customizable managed accounts, with the firm also allocating to third-party alternative managers. The adviser is not positioned as an ESG-focused investor and does not operate as a multi-state or pension consultant adviser. The combination of discretionary services and authority to select outside managers indicates the firm both constructs portfolios directly and sources specialist managers when needed.

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Public Holdings

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Location & Offices