A complete list of active advisors currently associated with Fealty Group LLC

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Fealty Group LLC provides discretionary portfolio management and financial planning primarily to individual clients, preparing an Investment Policy Statement for each account and conducting regular portfolio monitoring. The firm manages a small client base (25 clients) with roughly $2.96 million in discretionary assets and does not impose an account minimum. The firm combines charting, cyclical, fundamental and technical analysis and implements both long‑term and short‑term trading strategies under discretionary authority aligned with each client’s Investment Policy Statement. Fealty Group explicitly offers crypto/digital asset exposure as part of its managed portfolios and includes detailed disclosures about the valuation, custody, and regulatory risks of those assets. Distinctive operational features include a requirement that clients use specific custodial platforms (Altruist and Onramp) and a multi‑year client loyalty program that reduces advisory fees after sustained relationships, which are less common among similarly sized supported firms. The firm is newly formed in 2023, focuses its recommendations mainly on equities, mutual funds and digital assets, and notes that its representatives also act as licensed insurance agents, with documented procedures to address related conflicts of interest.

To learn more about the advisors currently working at Fealty Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.