VENTURA ADVISORS

Overview

Ventura Advisors is a small, privately held advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a fee model that combines a percentage of assets under management with fixed fees, and it manages accounts on a discretionary basis. Client profiles skew toward high-net-worth households — reflected in the average client and account sizes — and the firm does not position itself as an ESG or pension consultant. An affiliation with a real estate broker suggests the firm can source or advise on direct property opportunities alongside its advisory work. Investment activity centers on using pooled public vehicles for core allocations while supplementing those exposures with income-oriented and alternative strategies. Ventura Advisors appears to take a pragmatic, allocation-driven approach rather than trading individual securities frequently. The firm is not a multi-state adviser and is structured as a corporation owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices