Viento Financial Group, LLC

Overview

Viento Financial Group, LLC is a small, owner-operated independent registered investment adviser serving individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses and charges clients on a percentage-of-assets and hourly basis. Viento’s public filings show it does not position itself as a capital allocator or an ESG-focused manager; instead it uses pooled public funds as the primary vehicle for client portfolios and supplements those with select third‑party alternative managers in commodities and oil & gas. Investment activity centers on using mutual funds and other public pooled vehicles for core allocations, which places emphasis on manager and product selection rather than direct stock-level trading in-house. The firm’s classification as an independent RIA and its owner-type as an individual suggest a boutique, advisor-led model where discretionary client mandates are executed through external custodians and fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices