Unicorn Consulting

Overview

Unicorn Consulting is a one-person independent RIA operating as a sole proprietorship that advises individuals and families, and small-business owners, on financial planning and portfolio management. The firm charges either a percentage of assets under management or fixed fees and positions itself as a small-scale advisory practice rather than a capital allocator. Its advisory relationships are non-discretionary, meaning clients retain final authority over trades and transactions. Unicorn Consulting is not an active ESG investor, does not operate multi-state as an adviser, and lists an insurance company relationship as an industry affiliation. Investment activity at the firm is modest and conservative in scale. The practice allocates the bulk of client assets into publicly available pooled vehicles—primarily mutual funds and other public fund structures—rather than building large direct-asset or bespoke alternative portfolios. Given the size and structure, the adviser likely focuses on basic asset allocation, implementation through fund vehicles, and ongoing financial planning for a single-client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices