Clearwater, FL Office
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Severin Investments LLC
Team
Firm-wide stats for Severin Investments LLC
About
Severin Investments serves individuals and high‑net‑worth clients as well as trusts, estates, defined contribution plans, and other financial advisers and broker‑dealers. The firm offers discretionary portfolio management via proprietary model portfolios, institutional retirement advisory, 401(k) consulting and monitoring, comprehensive and limited financial planning, estate‑planning support, and a sponsored wrap‑fee program.
Client relationships are built around an Investment Policy Statement used to match households to actively managed models; smaller accounts are typically placed in ETF‑only models while larger accounts are placed in stock‑and‑bond models, and the lineup also includes a rules‑based Relative Strength momentum model. Investment decisions combine fundamental and technical analysis, employ tactical tilts and sector rotation, and rely on ETFs for international, commodity, and fixed‑income exposure where that is more efficient.
Distinctive aspects noted in the firm’s brochure include providing sub‑advisory and model‑management services to other advisers, overlay managers, and TAMPs (including uploading and updating proprietary models), and operating a wrap‑fee program available only to the firm’s advisory clients. The firm discloses use of solicitors/referral arrangements and issues periodic performance reports and advisor‑facing materials (including separate client and advisor websites); management personnel are also licensed insurance agents and may receive commissions for insurance product sales.
Based on Severin Investments LLC
Expertise
Based on Severin Investments LLC
Location
28100 Us Hwy 19 North, Suite 311
Clearwater FL 33761
Advisors at this office
2
Advisors at this office
Christopher K
Series 65
Clearwater, FL
Severin Investments LLC
Christopher Kacena is a financial advisor at Severin Investments LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Dynasty Financial Partners and PGIM, as well as positions outside the financial industry, including at Radiology Regional Center and Interlachen Country Club. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers. The firm offers discretionary portfolio management with proprietary model portfolios, estate-planning support, 401(k) consulting, and a wrap-fee program, using investment strategies that combine fundamental and technical analysis alongside tactical tilts and sector rotation.
Brodie D
Series 65
Clearwater, FL
Severin Investments LLC
Brodie Downing is a financial advisor at Severin Investments LLC in Clearwater, FL, holding a Series 65 designation with several years of experience across diverse roles including financial planning and education. His background includes positions at Elevate Financial Planning and Wealth Management, Northern Arizona University, and various roles in education and hospitality. Severin Investments serves individuals, high-net-worth clients, trusts, estates, defined contribution plans, and other financial advisers, offering discretionary portfolio management, institutional retirement advisory, 401(k) consulting, and estate-planning support. The firm employs actively managed models tailored through Investment Policy Statements and utilizes a combination of fundamental and technical analysis with tactical strategies.
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