CRD: 325023
Featherstone Investment Advisory
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value radialQuantum +more
- Established Date
- 03-14-2023
- Office Locations
- 1
Office Locations
About Featherstone Investment Advisory
Featherstone Investment Advisory is an independent fiduciary investment adviser providing wealth management and financial planning for client families across the U.S., headquartered in Jupiter, Florida. The firm focuses on portfolio construction and asset allocation across fixed income, ETFs and mutual funds, and can incorporate insurance and annuity solutions. Custodies client assets with Charles Schwab. Led by CEO Joseph M. Featherstone, a fourth-generation Floridian.
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Owner & Executives
Joseph Michael Featherstone
Chief Compliance Officer, Managing Member
- CRD
- #6741343
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,127,393 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,127,393 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,127,393
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $74,732,296 | 19.0% |
| Corporate - Investment Grade | $68,045,722 | 17.3% |
| Public Funds | $22,419,689 | 5.7% |
| Private Funds | $80,632,214 | 20.5% |
| U.S. Government/Agency | $81,025,542 | 20.6% |
| Cash | $66,472,410 | 16.9% |
| Total | $393,327,873 | 100.0% |