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ONBOARD FINANCIAL MANAGEMENT, LLC
Onboard Financial Management, LLC is an SEC-registered investment adviser with approximately $5 million in regulatory assets under management.
ONBOARD FINANCIAL MANAGEMENT, LLC
Onboard Financial Management, LLC is an SEC-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does ONBOARD FINANCIAL MANAGEMENT offer?
The firm is registered as a fee-based RIA, offering discretionary portfolio management and financial planning for individuals, trusts, estates, and institutional clients such as pension plans and charitable organizations. Service scope is inferred from ADV filings (per SEC, 2025).
Is ONBOARD FINANCIAL MANAGEMENT a fiduciary?
Yes. As an SEC-registered investment advisor, the firm is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary, meaning it must prioritize client interests over its own in all advisory activities.
Does the firm publicly disclose its investment holdings or strategy?
No. ONBOARD FINANCIAL MANAGEMENT does not file Form 13F with the SEC, which is required only for managers with over $100 million in US equities. This suggests either the firm does not manage a public equity portfolio of that size or chooses not to disclose it in that format.
Where is ONBOARD FINANCIAL MANAGEMENT headquartered?
The firm's current office location is not listed in readily accessible public records. Its SEC registration file includes a business address in the state of Wyoming, though this may be a registered agent address rather than a physical office.
Who founded ONBOARD FINANCIAL MANAGEMENT?
No founder name or founding principals are identified in public SEC filings or other official records. The firm's ownership structure is not disclosed in available documents.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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