Constant CashFlow, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,200,000
Total clients
25
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$48,000
About
Constant CashFlow, LLC provides discretionary portfolio management and financial planning to individuals and high-net-worth individuals. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and acknowledges its fiduciary duties when advising retirement accounts.
The firm combines charting, fundamental, quantitative, and technical analysis and implements both long- and short-term trading, primarily recommending equities and ETFs while also using fixed income, annuities, commodities, and non-U.S. securities when appropriate. It generally seeks discretionary trading authority, delivers quarterly custodian reports, and presents financial plans as discrete, deliverable engagements unless clients request ongoing planning services.
Distinctive features include its small, recently formed solo practice managing roughly $1.2 million across about 25 clients and the principal’s dual role as a licensed insurance agent and an employee outside the advisory business, which the brochure identifies and discloses as a potential conflict of interest. The firm also discloses that it does not participate in wrap fee programs, does not aggregate trades for multiple clients, and may receive custodial research or other soft-dollar benefits through recommended custodians.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Annuities
Cash flow / budgeting
Fee options
Fixed fees for financial plans range from $2,000 to $4,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$150 to $300 per hour depending on scope and complexity.
Main office location
Constant CashFlow, LLC
Savannah GA, United States
Number of offices
1
Most active in
Constant CashFlow, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
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.
Forms ADV
Quick links
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