Top Shelf Advisors

Overview

Top Shelf Advisors operates as a small, owner‑run advisory firm focused on portfolio management for individuals and small businesses. The firm runs fee‑based, discretionary accounts billed as a percentage of assets under management. Its stated investment preference is equities, with a clear tilt toward exchange‑listed instruments and ETFs rather than private market strategies as a core allocation. Top Shelf Advisors is not positioned as an ESG investor, does not claim multi‑state adviser status, and does not act as a capital allocator or pension consultant. Given the scale and custodial choices, the firm appears to favor liquid, tradeable securities and third‑party real estate allocations when adding alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices