Honey Badger Advisors LLC

Honey Badger Advisors provides discretionary portfolio management, financial planning and consulting to a small client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations and other advisers, managing roughly $3.9 million across 19 client relationships. Services include customized or model portfolio implementation with written Investment Policy Statements, financial planning delivered through the Right Capital platform, and regular client reporting with quarterly reviews.

The firm applies fundamental, modern portfolio theory and quantitative analysis to construct and monitor accounts, offering either customized management or non‑custom model portfolios under discretionary authority. Investment implementation spans traditional mutual funds, ETFs, fixed income and alternatives as well as more active techniques—options, margin transactions and short sales—with custody and execution generally conducted through Schwab Institutional or Interactive Brokers.

Noteworthy features compared with peers include the adviser’s licensure as an insurance agent who may offer commissionable insurance and annuity products (a disclosed potential conflict of interest), and a specific practice serving pension and retirement plans that includes ERISA‑focused consulting, manager recommendations, participant education and coordination with recordkeepers/TPAs. The firm also provides outsourced Chief Investment Officer consulting to other advisers and accepts client introductions from an independent promoter (The Pickle Pros/MoneyPickle), arrangements that are less common among similar small advisory firms.