FIRN Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Firn Advisors LLC is an independent, single-advisor registered investment adviser that primarily serves individuals and families and may also advise non‑profits, trusts, and private funds; the firm reported no assets under management as of its May 26, 2026 brochure. It provides portfolio management services and, when authorized in writing, discretionary trading on behalf of clients and offers tax‑sensitive options such as tax‑loss harvesting.
The firm follows a long‑term, buy‑and‑hold investment philosophy emphasizing diversified, low‑cost ETFs, blue‑chip equities, and investment‑grade fixed income while selectively considering alternatives (real estate, private credit, BDCs, and closed‑end funds) for diversification. Portfolios are customized to a client’s risk tolerance and timelines, and the firm notes particular experience building portfolios that comply with employer codes of ethics and regulatory requirements for professionals such as lawyers and consultants.
A noteworthy and uncommon feature is the principal’s concurrent legal practice: the firm discloses procedures to address potential conflicts if a client also engages the advisor’s law practice and encourages independent counsel in such situations. The firm also highlights sustainability-focused investing grounded in environmental law and clean-technology experience and operates with a lower‑touch service model and atypical primary business hours (primarily 9 a.m. to noon on Saturdays).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
0.5% annually
Account minimum: $100,000
Main office
Oakland CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
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