1
19:21 Investing
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$809,972
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$115,710
About
19:21 Investing is an independent, state-registered advisory firm operated by a single advisor that provides portfolio management and financial planning services to individual and high‑net‑worth clients. The firm prepares an Investment Policy Statement for each client and offers ongoing discretionary portfolio management as well as tailored, typically one‑time, financial plans.
The adviser uses charting and technical analysis and implements a mix of long‑term, short‑term and options trading strategies (including covered, uncovered and spread strategies), employing model allocations to match portfolios to documented risk tolerances. The firm generally requests discretionary trading authority and conducts at least quarterly reviews of client accounts.
Distinctive aspects include the firm’s recent formation (November 2024) and a very small client base and asset base (roughly $810,000 across seven clients) while offering active trading and options strategies that are less common among similarly small independent advisers. The firm requires Schwab Institutional custody, does not aggregate (block) trades across client accounts, and the adviser is a licensed insurance agent who may receive commissions for insurance sales—conflicts which the brochure discloses and describes policies to address.
Client services
Financial planning
Portfolio management
Fee options
Fixed financial planning fees negotiated between $0 and $10,000, payable upon completion.
$0 - $500,000: 2.00% $500,001 - $1,250,000: 1.75% $1,250,001 - $2,000,000: 1.50% $2,000,001+: 1.00%
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
19:21 Investing
Walnut MS, United States
Number of offices
1
Forms ADV
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