Featherstone Investment Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,127,393
Clients
24
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$463,641
About
Featherstone Investment Advisory is a small, independent registered investment adviser that serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm offers ongoing portfolio management and pension consulting services and currently oversees about $11.1 million in client assets across a limited number of accounts.
The firm documents client goals and constraints in Investment Policy Statements, seeks discretionary authority for trading when appropriate, and uses fundamental and technical analysis across strategies that include long‑term investing and options trading. Investment advice is generally delivered through portfolios built from mutual funds, equities, fixed income and ETFs, and pension engagements can include written consulting plans, manager monitoring, and recommendations for custodians and plan service providers.
Distinctive for a solo, recently formed adviser with a small client base, the firm provides pension consulting to employee benefit plans — a service offered by only a minority of independent peers. The brochure also discloses that the principal maintains an advisory affiliation with another firm and that client accounts are custodied through Schwab Institutional, operational details clients may wish to consider when evaluating potential conflicts and custody arrangements.
Client services
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $499,999: 1.80% $500,000+: 1.20%
Representatives may accept commissions from sale of investment products; commissions are not primary source of compensation and advisory fees are not reduced to offset commissions.
Account minimum: $250,000
Main office location
Featherstone Investment Advisory
Palm Beach Gardens FL, United States
Number of offices
1
Most active in
Featherstone Investment Advisory has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
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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