Constant CashFlow, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Constant CashFlow, LLC serves individual and high‑net‑worth clients with ongoing discretionary portfolio management and standalone financial planning. The firm reports approximately $1.2 million in discretionary assets under management across about 25 client accounts and does not impose an account minimum.
Investment decisions are documented in an Investment Policy Statement for each client and typically draw on a mix of charting, fundamental, quantitative, and technical analysis, using both long‑term and short‑term trading. The firm primarily recommends equities and ETFs (including precious‑metal ETFs), fixed income including TIPS, and non‑U.S. securities, and generally seeks discretionary trading authority while providing quarterly account reporting.
Noteworthy distinctions include that a firm representative is a licensed insurance agent and accepts commissions for insurance sales, a conflict the brochure says is disclosed and documented in client files. The firm also operates an explicit multi‑year referral program administered through Azimuth Wealth Group, does not aggregate (block) trades across clients, and typically delivers financial planning as a one‑time plan with additional services available by separate agreement.
Client services
Expertise
Fee options
Fixed fees for financial planning range from $2,000 to $4,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly fees for financial planning range from $150 to $300.
Main office
Savannah GA
Advisors at this office
1
Most active in
Georgia
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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