# Green Beret Financial Planning

Green Beret Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339073
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339073

## About

GREEN BERET FINANCIAL PLANNING is a state-registered investment adviser in ORLANDO, FL. It has 1 employee and 1 investment adviser.

## 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.

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Last updated: 2026-07-06T01:24:17.614Z

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