TOAMS FINANCIAL

Overview

Toams Financial is an independent registered investment adviser organized as a limited liability company and registered in 2021. The firm serves individual and family clients and small-business owners, delivering financial planning and portfolio management on a discretionary basis. Fee arrangements include a percentage of AUM and fixed-fee engagements, which supports both ongoing wealth management relationships and standalone planning work. Investment activity tilts toward publicly traded equities: exchange-traded holdings represent the largest portion of portfolios. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Advisory coverage is focused on individual and family clients rather than institutional or multi-state plan consulting.

Assets & Accounts

Public Holdings

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Location & Offices