Switchbacks Capital Advisory, LLC

Overview

Switchbacks Capital Advisory, LLC is a Montana-registered limited liability company operating as a small advisory practice under individual ownership. The firm’s stated activities center on financial planning and portfolio management for individuals and small businesses. Compensation options documented include advisory fees calculated as a percentage of assets under management as well as hourly and fixed-fee arrangements, suggesting flexibility in how clients are billed. The adviser is not characterized as an active ESG investor, it does not present itself as a multi-state adviser, and it does not identify as a pension consultant or related adviser. FINTRX classifies the firm as unclassified and notes it is not a capital allocator, which aligns with a client-facing advisory model rather than a multi-manager or institutional capital allocation business.

Investments & Alternatives

Location & Offices