Eleuthera FP, LLC

The firm provides investment management and financial planning to individual clients, including high‑net‑worth households, through both project‑based and ongoing engagements; it also offers tax return preparation services arranged through a third‑party tax firm. It manages individualized accounts on a discretionary or non‑discretionary basis and assists clients in selecting and implementing third‑party managers and model portfolios.

The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory, combining strategic long‑term weights with tactical adjustments and a mix of passive and active vehicles, and it employs fundamental, technical, charting and cyclical analysis when selecting investments. Clients can impose reasonable investment restrictions, and the adviser conducts periodic reviews and monitoring of holdings, including oversight of sub‑advisors and outside managers.

Compared with many small independent advisers, this sole‑advisor practice (managing roughly $22 million for under 50 clients) integrates multiple modern custodial platforms and third‑party services for model investing and tax preparation, which is less typical for firms of this size. The firm’s brochure also discloses a prior regulatory matter involving the principal — a 2014 denial of registration tied to an alleged material false statement on a registration application related to two historical criminal charges (one resolved by nolle prosequi in 1998 and one resolved by nolo contendere in 2000 with restitution) — a matter that was resolved and the registration denial time‑limited.