Felspar Financial

Felspar Financial provides discretionary investment management and standalone or ongoing financial planning primarily for individual and high‑net‑worth clients. The firm is newly established and, at the time of the brochure, had not yet begun managing client assets but expects to accept accounts during its initial year.

The firm’s investment approach is long‑term and strategic, grounded in modern portfolio theory and strategic asset allocation; portfolios are constructed with an emphasis on diversification across asset classes using mutual funds and ETFs and are monitored and periodically rebalanced. Felspar Financial accepts discretionary authority to implement investment decisions and states that it does not pursue market timing, frequent trading, or speculative strategies.

Felspar Financial operates as a single‑member advisory firm in which the managing member also serves as the firm’s chief compliance officer and sole supervised person, a structure the firm says it mitigates through written supervisory procedures and periodic internal reviews. The firm requires clients to custody assets at a specified qualified custodian and discloses that it receives institutional platform benefits from that custodian, which it identifies as a potential conflict of interest it seeks to manage and disclose.