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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2013
- Office Locations
- 3
Office Locations
About Severin Investments LLC
Severin Investments is a fiduciary wealth manager providing hands-on investment management, retirement and estate planning, and annuity analysis. The firm runs tactical models of individual stocks and ETFs, adjusting asset class and sector exposure as conditions change. Serves retirees/nearing-retirees with $500k+ portfolios, emerging-wealth professionals, and planners seeking third-party management.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY JON SEVERIN
Chief Executive Officer, Portfolio Manager, President
- CRD
- #2345958
- Ownership
- 75% or more
TESS SEVERIN BUTLER
Chief Compliance Officer
- CRD
- #6347127
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Ellen C Fisher
--
- CRD
- #6862737
JOHN MATTHEW MEYER
Financial Advisor, General Partner
- CRD
- #1134716
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,496,000 | $254,040 |
| Non-Discretionary | $16,357,000 | $233,671 |
| Total | $141,853,000 | $251,512 |
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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 |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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