Define Financial, LLC
Define Financial, LLC is an SEC-registered investment adviser headquartered in San Diego, California, founded in 2014. The firm principally serves U.S. individuals—including both high net worth and non-high net worth clients—as well as charitable organizations. The company is privately owned by Taylor R. Schulte, Tyler J. Aubrey, and Joshua A. Rendler. Define Financial offers discretionary investment management, retirement, and tax planning, with a team of 4 employees who are primarily investment professionals. The firm's mission centers on providing customized financial solutions tailored to client goals, risk tolerances, and time horizons.
Investment Strategy
Define Financial delivers ongoing discretionary investment management tailored to each client’s financial status, goals, risk tolerance, income needs, and time horizon. Their approach employs diversified asset allocation based on historical and projected risks and returns. Investments are selected to reflect the client’s individual objectives, with the Adviser retaining full discretion over trading and portfolio adjustments. The firm emphasizes transparent, fee-only service, often integrating retirement, tax planning, and evidence-based investment selection to help clients achieve long-term financial security.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUV | AMERICAN CENTY ETF TR | 14.26% | $23.8M | 238,823 | $95.62 | $99.53 | +$2.5M |
A AVDV | AMERICAN CENTY ETF TR | 14.08% | $23.5M | 263,495 | $65.39 | $89.03 | +$2.5M |
V VTIP | VANGUARD MALVERN FDS | 13.46% | $22.4M | 443,063 | $48.66 | $50.63 | +$1.3M |
V VTI | VANGUARD INDEX FDS | 13.42% | $22.4M | 68,145 | $290.09 | $328.17 | +$1.9M |
V VEU | VANGUARD INTL EQUITY INDEX F | 11.77% | $19.6M | 274,769 | $57.80 | $71.37 | +$1.4M |