Venables Financial Solutions

Overview

Venables Financial Solutions is an independent registered investment adviser structured as a limited liability company and operated by an individual owner. The firm focuses on serving individuals and families with a mix of financial planning and discretionary portfolio management. Services include household financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, selection and oversight of third‑party advisers, and educational workshops. The firm reports using a fee model that combines a percentage of assets under management with hourly and fixed‑fee engagements, which allows it to mix ongoing advisory relationships with project‑based work. Venables Financial Solutions self-identifies as an active ESG investor and incorporates environmental, social and governance criteria into its investment selection and client conversations. It also functions as a capital allocator in the sense that it builds client portfolios from pooled public funds and selects outside managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices