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Honey Badger Advisors LLC

Honey Badger Advisors LLC. CRD 314128

Honey Badger Advisors LLC logo

CRD: 314128

Honey Badger Advisors LLC

(914) 393-4684
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · Morgan Stanley
Clients
Retail and Institutional
Platforms
Available
Established Date
04-30-2021
Office Locations
1

Office Locations

-- RYE NY

About Honey Badger Advisors LLC

Honey Badger Advisors is a fee-only, fiduciary RIA led by founder/CIO Bozidar Jovanovic, providing values-based planning and institutional-style portfolio management for clients seeking a “woke-free,” anti-ESG approach. The firm emphasizes open-architecture investing and says it does not accept payments from outside managers; commissions are only for life insurance when needed. Custody includes Charles Schwab and Interactive Brokers.

Team overview

-- AVG AGE
$3.9M AVG AUM / ADVISOR
$195.4K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

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Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

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Services

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Technology

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Owner & Executives

BOZIDAR JOVANOVIC

BOZIDAR JOVANOVIC

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#5264079
Ownership
75% or more
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,907,700 --
Non-Discretionary $0 --
Total $3,907,700 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
U.S. Government/Agency:
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Equity - Exchange:
Available
Asset class Assets Assets %
Public Funds Available Available
U.S. Government/Agency Available Available
Equity - Exchange Available Available
Total Available Available

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