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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2021
- Office Locations
- 1
Office Locations
About Llewellyn Financial LLC
Llewellyn Financial is a Charlotte-based, fee-only, independent RIA focused on CPG and supply chain executives. The firm pairs fiduciary wealth planning with tax-aware compensation and retirement strategy, using simple, transparent portfolios built around high-quality, blue-chip equities and diversified funds/ETFs. Notably, the advisor invests alongside clients in the same model portfolio and custodies through Altruist.
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Investment Themes
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Owner & Executives
Bryan Gabriel Llewellyn
Chief Compliance Officer, Managing Member
- CRD
- #7412118
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $940,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $940,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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