Plum Street Advisors

Plum Street Advisors operates as an independent registered investment advisor (RIA). This structure imposes a fiduciary duty to act in clients' best interests — a higher legal standard than the suitability rule that governs broker-dealers. Independence also means the firm is not obligated to sell proprietary investment products.

The firm emphasizes strategic asset allocation across public equities, fixed income, and alternative investments — including private equity, private credit, and real assets. It constructs portfolios predominantly for taxable high-net-worth clients, layering active manager selection onto a core passive or factor-aware base where appropriate. Individual client portfolios are tailored to liquidity needs and tax circumstances.

Plum Street accesses private markets primarily through fund commitments to third-party general partners. Where client size and liquidity profiles permit, the firm may evaluate direct co-investment opportunities alongside those managers. It does not operate its own in-house private equity or venture capital funds.

The firm serves high-net-worth families, individuals, and a limited number of institutional accounts. Its client base concentrates along the Gulf Coast and broader southeastern United States, though the RIA structure permits it to accept clients nationwide. The firm does not publicly name specific client families or institutional relationships.

Plum Street Advisors has not publicly disclosed its total headcount or total assets under advisement. The firm maintains a deliberately low public profile, common among regional RIAs that compete on deep client relationships rather than brand or scale. Investment professionals typically carry the CFA designation or comparable advanced credentials.