Binnacle Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,204,187
Clients
4
Advisors
1
of 1 employees
About
The firm provides wealth management, investment management, and project-based financial planning to individuals, high‑net‑worth individuals, trusts, and charitable organizations. It operates on a fee‑only basis and manages a small number of client relationships with concentrated assets under management, generally requiring a $1,000,000 account minimum (which may be waived in some cases).
The firm develops personalized investment policies and target asset allocations and implements portfolios using a mix of passive and active strategies, guided by Modern Portfolio Theory while also employing fundamental, technical, cyclical, and charting analysis. It typically manages client accounts on a discretionary basis and notes its fiduciary obligations when advising retirement accounts under applicable law.
Noteworthy characteristics include an unusually small client roster relative to its reported assets under management and a principal with a legal and trust‑consulting background who is involved in planning and trust‑related work. The firm recommends specific custodians (Altruist Financial and Shareholder Services Group), discloses receipt of research and institutional trading support from Shareholder Services Group (which may create an incentive to recommend that custodian), and generally leaves proxy voting responsibility with clients.
Client services
Expertise
Fee options
1.00% annually for Wealth Management and Investment Management services; fees are negotiable
$400 per hour for Project-Based Financial Planning services
Account minimum: $1,000,000 (may be reduced or waived on a case-by-case basis) Fee-only: $400 per hour for Project-Based Financial Planning services; fees are negotiable
Main office
Chevy Chase MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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