Xenith Financial Advisory Services, LLC

Overview

Xenith Financial Advisory Services, LLC is an independent registered investment adviser organized as an LLC and operated by an individual owner. The firm serves both individual/family and institutional clients and charges either a percentage of assets under management or fixed fees for its services. Its advisory mandate includes financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Xenith does not present itself as a capital allocator, does not market as an active ESG investor, and is not registered as a multi-state adviser. The firm is also involved in sponsoring and managing pooled vehicles, acting in roles such as sponsor, general partner, or managing member, and maintains an affiliation with an insurance company.

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Investments & Alternatives

Location & Offices