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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2019
- Office Locations
- 1
Office Locations
About Pelorus Financial, LLC
Pelorus Financial, LLC is a fiduciary RIA focused on planning-led wealth management, designing, implementing, and monitoring fully customized financial plans. The firm emphasizes straightforward guidance and long-term client relationships. Portfolios are primarily ETF-based, complemented by mutual funds and fixed income, with planning support that can include tax, estate, and insurance considerations.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHAD EVERETT CLARK
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4575504
- Ownership
- 50% but less than 75%
BRIAN CHRISTOPHER DAY
Managing Member
- CRD
- #5509602
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,813,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,813,295 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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