Honey Badger Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,750,000
Clients
19
Advisors
1
of 1 employees
About
Honey Badger Advisors provides discretionary portfolio management, financial planning and consulting to a small client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations and other advisers, managing roughly $3.9 million across 19 client relationships. Services include customized or model portfolio implementation with written Investment Policy Statements, financial planning delivered through the Right Capital platform, and regular client reporting with quarterly reviews.
The firm applies fundamental, modern portfolio theory and quantitative analysis to construct and monitor accounts, offering either customized management or non‑custom model portfolios under discretionary authority. Investment implementation spans traditional mutual funds, ETFs, fixed income and alternatives as well as more active techniques—options, margin transactions and short sales—with custody and execution generally conducted through Schwab Institutional or Interactive Brokers.
Noteworthy features compared with peers include the adviser’s licensure as an insurance agent who may offer commissionable insurance and annuity products (a disclosed potential conflict of interest), and a specific practice serving pension and retirement plans that includes ERISA‑focused consulting, manager recommendations, participant education and coordination with recordkeepers/TPAs. The firm also provides outsourced Chief Investment Officer consulting to other advisers and accepts client introductions from an independent promoter (The Pickle Pros/MoneyPickle), arrangements that are less common among similar small advisory firms.
Client services
Expertise
Occupation focus
Fee options
$1 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.90% annually $2,500,001 - $5,000,000: 0.80% annually $5,000,001+: Flat Fee $35,000 annually
$250 per hour
Main office
Rye NY
Advisors at this office
1
Most active in
Florida · New York · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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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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