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Hygge Advisors, LLC

Hygge Advisors, LLC. CRD 289980

Hygge Advisors, LLC logo

CRD: 289980

Hygge Advisors, LLC

St. Petersburg, FL, 33701
7273449160
www.hyggeadvisors.com
$23.5M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Folio Investments
Clients
Retail
Platforms
Signal deltaFrontier horizon +more
Established Date
07-17-2018
Office Locations
1

Office Locations

360 Central AVE, Suite 800 St. Petersburg FL

About Hygge Advisors, LLC

Hygge Advisors is a St. Petersburg, FL registered investment adviser led by Rory Carney. The firm delivers holistic wealth management for individuals, spanning retirement/goal planning, risk management, tax-efficient investing, cash management, estate planning, and charitable giving. Portfolios are primarily implemented with public funds and ETFs, with solutions focused on downside protection and guaranteed-income strategies, and custody that includes Charles Schwab.

Team overview

-- AVG AGE
$23.5M AVG AUM / ADVISOR
$499.3K AVG AUM / CLIENT
8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Radial Insight Harbor zenith Crest horizon

Custodian

Insight

Investment Themes

Radial matrix Insight Pioneer harbor

Investment Vehicles

Frontier alpha Summit

Services

Frontier harbor Atlas horizon Glacier Harbor ember Oak signal Pioneer frontier Wave unison Horizon Horizon peak Frontier Vector

Technology

Catalyst vital Alpha Radial Vector focus

Owner & Executives

RORY CARNEY

RORY CARNEY

Chief Compliance Officer, Managing Member

CRD
#5728958
Ownership
75% or more
(747) 327-3936
timber.crest@momentumcapital.com
in linkedin.com/in/vector-signal

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $20,343,274 --
Non-Discretionary $3,123,758 --
Total $23,467,032 --

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Separately Managed Accounts

Total SMA Asset: $23,467,032

$23.5M Total SMA
Public Funds:
29.7%
Cash:
30.0%
Equity - Exchange:
40.3%
Asset class Assets Assets %
Public Funds $1,715,500,458 29.7%
Cash $1,732,828,746 30.0%
Equity - Exchange $2,327,766,615 40.3%
Total $5,776,095,819 100.0%

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