Ventura Advisors

Overview

Ventura Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. Ventura Advisors does not present itself as an ESG-focused manager, is not a multi-state adviser per the source data, and does not act as a capital allocator or pension consultant. The firm maintains an industry affiliation as a real estate broker, which may inform parts of its alternative-investment activity. Ventura Advisors relies on third-party managers for alternative exposure rather than sponsoring in-house private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices