Liberton Financial LLC

Liberton Financial is a single‑advisor registered investment adviser that serves individuals and a small number of investment clubs, corporate entities, and charitable organizations, providing discretionary portfolio management, non‑discretionary advice, and a monthly newsletter. Client accounts are custodied at Interactive Brokers, where holdings are viewable in real time and advisory fees are billed through the custodian.

The firm combines fundamental and technical analysis and emphasizes macro‑economic conditions to time trades, including active trading of high‑yield securities within their natural cycle as part of its short‑ and long‑term strategies. Liberton applies the same overall strategy across accounts while tailoring each portfolio’s composition to client objectives, restrictions, and account activity, typically exercising discretionary authority to implement trades.

Notably, Liberton operates at a very small scale—approximately $90,800 in discretionary assets across seven client accounts—and this Form ADV is the firm’s first public brochure, reflecting a practice that began with private clients before opening more broadly. The principal maintains outside employment in the insurance industry (less than 25% of time); the firm does not accept third‑party compensation, does not vote proxies on clients’ behalf, and uses a single custodian for execution and transparent client access.