Flaharty Asset Management, LLC
Flaharty Asset Management, LLC is a registered investment advisory firm headquartered in Clearwater, Florida. Founded in 2013, the firm focuses on providing comprehensive financial planning and investment management services, particularly for individuals with significant wealth. With about 11 employees, the team builds personalized strategies for clients, addressing complex needs such as wealth accumulation, retirement planning, education funding, insurance, and legacy planning. Their client-centered approach features fee-only fiduciary services, operating with transparency and integrity, and serving mostly high net worth individuals and their families.
Investment Strategy
Flaharty Asset Management employs a personalized, client-centric investment approach, using a proprietary 'custom family index' to guide investment portfolios tailored to each client's financial goals and risk profile. Their strategy emphasizes comprehensive financial planning, taking into account a client's unique circumstances and objectives. As fiduciaries, they prioritize low-cost, diversified solutions and transparent advisory practices, focusing on wealth preservation and growth through highly individualized asset allocation, tax-efficient investing, and continuous rebalancing. The firm primarily serves high net worth individuals, helping simplify clients’ financial lives and adapt to evolving circumstances.
Top Holdings
Equity Positions (338)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWF | ISHARES TR | 9.54% | $46.3M | 109,126 | $159.26 | $424.58 | +$8.0M |
M MINT | PIMCO ETF TR | 9.25% | $44.9M | 446,740 | $99.53 | $100.54 | +$1.5M |
I IWD | ISHARES TR | 8.54% | $41.5M | 213,412 | $133.20 | $194.23 | +$2.5M |
X XLF | SELECT SECTOR SPDR TR | 6.85% | $33.2M | 634,758 | $46.72 | $52.37 | +$2.7M |
F FTSL | FIRST TR EXCHANGE-TRADED FD | 6.84% | $33.2M | 723,967 | $46.66 | $45.89 | +$548.8K |