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Patuxent Financial Planning, LLC
Patuxent Financial Planning, LLC is a registered investment advisor providing financial planning and wealth management services to individuals and...
Patuxent Financial Planning, LLC
Patuxent Financial Planning, LLC is an SEC-registered investment adviser with $35 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
Who runs investment decisions at Patuxent Financial Planning, LLC?
Investment decisions are likely managed by the firm's principal advisor(s), but no named principals are publicly disclosed in accessible sources. As a registered investment advisor, decisions must adhere to fiduciary standards.
How does Patuxent Financial Planning source proprietary deal flow?
No proprietary deal flow or direct investment activity has been publicly attributed to the firm. Patuxent Financial Planning likely focuses on traditional asset allocation using publicly traded securities and mutual funds rather than private market deals.
Is Patuxent Financial Planning structured as a single family office or does it operate more like a wealth management firm?
Patuxent Financial Planning is structured as a registered investment advisor (RIA) serving multiple clients, not a family office. It offers financial planning and asset management to individuals and institutions under a fiduciary model.
What investment stages does Patuxent Financial Planning typically target?
The firm likely invests across traditional stages—public equities, fixed income, and cash equivalents—as part of a diversified portfolio. No venture capital, private equity, or growth-stage investing is documented in public records.
Where does the underlying wealth come from?
The firm's clientele includes individuals and institutions, but the specific source of wealth—such as a founding family or corporate executive—is not disclosed. Patuxent Financial Planning appears to serve multiple unrelated clients rather than a single wealthy family.
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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