Animus Wealth Management, LLC.

The firm serves individuals (including high-net-worth clients) as well as nonprofit organizations, pension and profit-sharing plans, state and municipal entities, other registered investment advisers, and corporations, providing asset management, financial planning, and retirement plan consulting services. It also recommends third-party money managers and offers both project‑based and ongoing financial planning engagements.

Investment analysis draws on fundamental research and modern portfolio theory and emphasizes long-term strategies, with client-specific investment policy statements used to tailor recommendations. While advisory agreements permit discretionary trading, the firm reports that its managed assets are handled primarily on a non‑discretionary basis, so trade implementation typically requires client approval or timely client responses.

Compared with peers, the firm reports a material non-U.S. client base and an unusually high proportion of non‑discretionary assets under management, which can affect how quickly changes are implemented. The firm is small (one advisor serving roughly 30 clients) yet provides retirement plan consulting and uses third‑party managers with fee‑sharing arrangements, and it discloses a principal’s significant outside business activity as a potential conflict of interest.