Updated:
Green Beret Financial Planning
Green Beret Financial Planning is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
Overview
GREEN BERET FINANCIAL PLANNING is a state-registered investment adviser in ORLANDO, FL. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
How does the firm source proprietary deal flow?
Deal flow is sourced almost exclusively through a confidential network of former special-operations officers who now run specialist investment firms, operating companies, and government-adjacent advisory practices. This network operates through personal referrals and off-market introductions, deliberately avoiding the auction processes and advisor-led intermediation typical of institutional deal markets.
What asset classes does the firm allocate across?
The portfolio spans three deliberate buckets: a liquid, globally diversified cross-asset allocation with an explicit tail-risk overlay; a private deployment program for direct equity and structured debt in operator-led businesses; and a hard-asset book encompassing farmland, timberland, and precious metals. This is not a conventional diversified portfolio — the structure is built around surviving dislocations, not optimizing for mean-variance efficiency.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Green Beret Financial Planning in Altss
Explore available research and relationship coverage for this adviser in Altss.