# Firmament Financial

Firmament Financial is a Bank / Wealth / Trust based in Reno, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reno, United States
- **Region:** North America
- **Address:** Reno, NV, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** firmamentfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/firmament-financial

## Regulatory record

- **CRD number:** 304536
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304536

## About

Firmament Financial launched in 2019 as a registered investment adviser, filing its initial Form ADV from a base in Reno, Nevada. The firm's founder and principals have not been publicly profiled. The firm's stated services include investment analysis, financial planning, and business planning. While the firm has not publicly disclosed specific assets under management, its niche focus on BDCs positions it as a service provider to entities that lend to and invest in middle-market companies. The firm has not published a track record of direct investments or fund commitments. Firmament operates from a single office in Reno, and no additional locations or affiliated operating companies have been identified. In 2019, the firm established its initial regulatory footprint by registering with the SEC, allowing it to serve corporate and institutional clients on a national basis. No subsequent regulatory filings have disclosed material changes in ownership, disciplinary events, or a significant expansion of its professional headcount, which remains unreported. Unlike multi-family offices or large institutional consultants, Firmament's structural differentiator is its focus on the operational and advisory needs of business development companies — a sector that sits between private credit funds and public markets, requiring specialized expertise in portfolio valuation and regulatory reporting.

## Sectors

- Business Services
- Financial Services

## Questions

### Does Firmament Financial provide direct lending or make private market investments?

There is no public record of Firmament Financial operating a direct lending platform or making private market investments for its own balance sheet. The firm's disclosed model is strictly advisory, focusing on helping commercial clients, including BDCs, with planning and analysis rather than deploying its own capital.

### Where does Firmament Financial's investment advisory expertise originate?

The firm's registration date and commercial client focus suggest its founding principals had prior experience with private credit or middle-market lending vehicles, though their specific identities and professional histories have not been disclosed. The firm's website and regulatory filings are not publicly linked to named portfolio managers.

## Related profiles

- [Firethorn Wealth Partners](https://altss.com/profile/firethorn-wealth-partners)
- [Firmenich](https://altss.com/profile/firmenich)

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Last updated: 2026-08-11T02:43:31.692Z

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