# Frankly Finances

Frankly Finances is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://franklyfinances.com
- **LinkedIn:** https://www.linkedin.com/company/franklyfinances

## Regulatory record

- **CRD number:** 321270
- **SEC file number:** 801-129403
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321270

## About

FRANKLY FINANCES is an SEC-registered investment adviser in Winter Park, FL, registered since 2024. The firm manages approximately $204 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Frankly Finances?

No investment decision-makers have been publicly named. The firm has not disclosed a CEO, CIO, or managing principal in any public source. Until a principal emerges, the leadership structure remains unknown.

### What investment strategy does Frankly Finances follow?

No strategy details have been published. It is unclear whether the firm focuses on public equities, private direct investments, fund commitments, or any other asset class.

### Has Frankly Finances made any known investments?

No portfolio companies, deals, or co-investments have been publicly attributed to Frankly Finances. The firm has not appeared in any deal databases or press reports.

## Related profiles

- [Farview Management](https://altss.com/profile/farview-management-llc)
- [Atlas Fiduciary Services](https://altss.com/profile/atlas-fiduciary-services-inc)

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Last updated: 2026-07-06T01:24:16.984Z

Canonical page: https://altss.com/profile/frankly-finances

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