Ursa Financial, LLC

Overview

Ursa Financial, LLC is a small, fee-based registered investment adviser that runs a predominantly equity-focused, discretionary portfolio management practice for individual and family clients and small businesses. The firm, registered with the SEC in 2019 and organized as an LLC, emphasizes liquid, exchange-traded exposure as its primary allocation vehicle. Its stated activities are limited to portfolio management for individuals and small businesses and it charges clients on a percentage-of-assets basis. Investment preferences are straightforward: a clear tilt toward exchange-traded equities as the main building block of client portfolios, supplemented by mutual funds where appropriate for diversification or core exposure. The firm does not identify as an active ESG investor and does not list pension consulting, multi-state adviser activity, or related-adviser relationships as part of its practice. Portfolios are managed on a discretionary basis, giving the firm authority to implement its equity-oriented approach without seeking client approval for each trade.

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Public Holdings

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Location & Offices