The Alchemists, LLC

Overview

The Alchemists, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm also operates as an insurance broker, offering insurance solutions alongside investment advice. Fee arrangements are flexible: the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee engagements. It is not positioned as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or a related adviser. The snapshot provided does not include the year the firm registered with the SEC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices