Severin Investments
Severin Investments is a Clearwater, FL-based registered investment advisor delivering fiduciary wealth management to high-net-worth individuals with $500K+ portfolios, managing actively allocated stock and ETF portfolios across ten proprietary models with bundled retirement and estate planning.
- Company typePrivate
- Founded2013
- HeadquartersSt Louis, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Severin Investments does
Severin Investments LLC is a privately held registered investment advisor (RIA) founded in 2013 by Jeffrey Severin, headquartered in Clearwater, Florida with a regional office in St. Louis, Missouri. The firm delivers fiduciary wealth management to high-net-worth individuals with $500,000+ portfolios, motivated professionals building wealth, and third-party investment professionals served through a separate advisor-partner site. Its core offering is actively managed portfolios of individual stocks and ETFs constructed via a top-down approach that adjusts asset-class, sector, and security weights as economic conditions change, applied across ten proprietary portfolio models that can be combined and tailored per client.
The technology stack is conventional for a boutique RIA: BDReporting powers the client portal; Monte Carlo simulation is used to stress-test retirement income against longevity and market risk; portfolio construction enforces position-size limits (single-stock 2-3% caps). The firm bundles Retirement Planning, Estate Planning, 401(k)/403(b) Consulting, and Annuity Analysis into or alongside the core Portfolio Management engagement rather than selling them as separate products.
Severin Investments generates revenue through recurring advisory fees on assets under management, billed as part of an ongoing fiduciary relationship that includes annual reviews and tactical reallocation. Distribution is sales-led via complimentary consultations, referrals from investment professionals, and a small affiliated-advisor channel (ECC Financial). The firm is founder-owned, with no external investors, parent company, or subsidiaries disclosed, and SEC Form ADV registration under CRD 166567.
Severin Investments firmographics
Firmographics- Name
- Severin Investments
- Legal name
- Severin Investments, LLC
- Website
- https://severininvestments.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Severin Investments is a Clearwater, FL-based registered investment advisor delivering fiduciary wealth management to high-net-worth individuals with $500K+ portfolios, managing actively allocated stock and ETF portfolios across ten proprietary models with bundled retirement and estate planning.
- Ownership category
- akta.pro rank
Severin Investments industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where Severin Investments is headquartered
LocationHeadquarters
- HQ city
- St Louis
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Severin Investments business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Severin Investments LLC is a registered investment advisor providing investment management and financial planning services. The firm operates on a fiduciary basis, meaning they are legally obligated to act in clients' best interest. Revenue is generated through advisory fees associated with managing client investment portfolios.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Complimentary initial consultation |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Severin Investments product offering
Product offeringCore offering
Severin Investments is a registered investment advisor that provides fiduciary wealth management services, actively managing diversified portfolios of individual stocks, bonds, and ETFs through a top-down tactical asset allocation approach. The firm serves primarily high-net-worth individuals with $500,000+ portfolios, offering portfolio management, retirement planning, estate planning, 401(k)/403(b) consulting, and annuity analysis as integrated advisory services delivered on a fee-based, fiduciary basis.
Product overview
Severin Investments offers a unified fiduciary wealth management platform centered on actively managed portfolios of individual stocks and ETFs. The core offering is Portfolio Management, supported by three growth/income sub-products — Investing for Growth, Generating Income, and Tailored Portfolio — which together form the investment management suite. Supplemental advisory add-ons include Retirement Planning, Estate Planning, 401(k)/403(b) Consulting, and Annuity Analysis, all delivered as part of or alongside the core portfolio management relationship.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management
Quantifiable outcome
- Helping families retire comfortably and leave legacies for loved ones
Companies that use Severin Investments
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Severin Investments technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
Feature3 records
Severin Investments partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- ECC FinancialminorECC Financial is a separate entity owned and operated by J. Matthew Meyer. Meyer is registered as an investment advisor representative through Severin Investments. Ellen Fisher serves as Licensed Assistant at ECC Financial. This relationship allows Severin Investments to extend reach through affiliated advisors.
Scale indicators1 record
Recent moves6 records
Expansion highlights5 records
Severin Investments competitors and assessment
Company assessmentDirect peers
- Carson Wealth: Carson Wealth is a national RIA managing model-based portfolio strategies for HNW individuals and families. Directly comparable as a fiduciary advisor targeting $500K+ investors with active portfolio management and complementary retirement/estate services.
- Buckingham Strategic Wealth: Buckingham is a fee-only RIA focused on evidence-based portfolio strategies for HNW individuals. Highly comparable to Severin in fiduciary model, active portfolio management, and emphasis on transparent fee structure.
Broad incumbents
- Creative Planning: Creative Planning is a large, multi-office RIA providing comprehensive financial planning and portfolio management to HNW clients. Comparable in offering breadth (investment, retirement, estate) but operates at significantly greater scale across many U.S. regions.
- Edelman Financial Engines: Edelman Financial Engines combines traditional RIA advisory with 401(k) advisory services for individuals and plan sponsors. Comparable to Severin in fiduciary investment management and 401(k)/403(b) consulting offerings.
- Fisher Investments: Fisher Investments is a large global money manager providing discretionary portfolio management primarily to HNW retail clients. Overlaps Severin in active top-down portfolio management and HNW investor focus, but at materially greater scale.
- Mercer Advisors: Mercer Advisors is a national RIA delivering wealth management, estate planning, and retirement plan consulting. Comparable service bundle (investment + estate + retirement) as Severin, but a substantially larger multi-office operation.
- Charles Schwab Wealth Advisory: Schwab Wealth Advisory offers automated and advisor-led portfolio management through a fiduciary framework. Comparable fiduciary positioning and ability to deliver model-based portfolios; vastly greater scale and brand recognition.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA group providing investment, retirement, estate, and tax planning to HNW clients. Comparable full-service HNW offering as Severin, with active portfolio management and estate-planning attach.
- Personal Capital (Empower): Personal Capital (now part of Empower) combines a digital wealth-management platform with human advisor services for HNW clients. Competes with Severin's tech-forward model usage and fiduciary investment management, but at significantly greater scale.
Emerging players
- Facet Wealth: Facet Wealth is a tech-enabled RIA offering flat-fee financial planning plus investment management. Overlaps Severin on fiduciary advice and tailored portfolios but competes via digital delivery and lower-cost positioning.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks7 records
Key highlights7 records
Customer concentration
Severin Investments financial estimates
Financial estimateRevenue estimate
Valuation estimate
Severin Investments leadership team
Management profileNumber of profiles
Profiles7 records
Severin Investments funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Severin Investments M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Severin Investments
What does Severin Investments do?
Severin Investments is a registered investment advisor that provides fiduciary wealth management services, actively managing diversified portfolios of individual stocks, bonds, and ETFs through a top-down tactical asset allocation approach. The firm serves primarily high-net-worth individuals with $500,000+ portfolios, offering portfolio management, retirement planning, estate planning, 401(k)/403(b) consulting, and annuity analysis as integrated advisory services delivered on a fee-based, fiduciary basis.
Is Severin Investments a public or private company?
Severin Investments is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Severin Investments founded?
Severin Investments was founded in 2013. It employs 11 to 50 people.
Where is Severin Investments based?
Severin Investments is headquartered in St Louis, United States, in the North America region.
How does Severin Investments make money?
One revenue line is on record: investment Advisory Fees.
Who are Severin Investments's main competitors?
Direct peers on record are Carson Wealth and Buckingham Strategic Wealth. Broad incumbents are Creative Planning, Edelman Financial Engines, Fisher Investments, Mercer Advisors, Charles Schwab Wealth Advisory, Mariner Wealth Advisors and Personal Capital (Empower). Facet Wealth is listed as an emerging player.
Does Severin Investments have an API?
No public API is recorded for Severin Investments.
What industry is Severin Investments in?
Severin Investments's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAAABAF, Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight). Its NAICS code is 523940 and its SIC code is 6282.