Halieus Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Halieus Investment Advisors is a small, state‑registered independent advisory firm that provides discretionary portfolio management, financial planning, and consulting to individuals, trusts, corporations, pension plans and charitable organizations. The firm also offers specialized services on request, including institutional investment consulting and active trading management for clients who seek a higher‑frequency approach.
The firm emphasizes customized portfolios built primarily through individual equities and bonds to pursue tax efficiency and to avoid layering of fees found in pooled vehicles. Its investment process combines fundamental, technical and macroeconomic analysis with asset allocation disciplines; it also treats volatility as a distinct asset class and may use volatility‑oriented ETFs in limited positions while generally holding bonds to maturity to limit turnover.
What distinguishes the firm from many solo independent advisers is an explicit affiliation with a separate tax/accounting practice: the principal is a licensed CPA who operates an accounting firm that specializes in taxation and currently accounts for a portion of the firm’s professional time, and some investment clients also use the tax practice. The firm also publishes and charges for educational classes and workshops for private investors, traders, advisors and institutions — a service offering that is relatively uncommon among peers of this size.
Client services
Expertise
Fee options
Educational classes or workshops fees range from $25 to $150 per class.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.65%
Financial Planning: $150 per hour (negotiable); Consulting Services: $150 to $300 per hour; Educational Classes: $75 to $150 per hour; Teaching for traders, institutional clients and advisors on hourly negotiated basis.
Fee-only: Fees are directly debited or paid by check; no commissions received; fee-only investment adviser.
Main office
113 South Timber Way
Broadway VA 22815
Advisors at this office
1
Most active in
Virginia
Also doing business as
Halieus Investment Advisors · Halieus Investment Advisors LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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