Viable

RIASEC RegisteredEst. 2024

Total AUM

$214M

Discretionary

$214M

100% of AUM

Avg account

$332K

Accounts

645

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 322140
Registered since: April 26, 2024
Website: viableplans.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI58.82%
Pension & Profit Sharing Plans24.99%
Individuals16.19%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Viable is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional investors, operating under an owner-type classified as individual. Its client service mix combines percentage-of-AUM and fixed-fee billing and includes brokerage and insurance services: Viable functions as a registered representative of a broker-dealer and as an insurance broker. Advisory capabilities cited by the firm cover financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as an active ESG investor and does not identify as a multi-state adviser for regulatory purposes.