DIRECTIONAL FINANCIAL SERVICES
SEC Registeredbuilding wealth one client at a time.
About the firm
Directional Financial Services, LLC is an investment advisory firm offering globally diversified portfolios, enhanced indexing, automatic rebalancing, and tax-managed strategies through the use of DFA Funds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Automatic rebalancing, enhanced indexing, tax-loss harvesting, globally diversified portfolios using DFA Funds, tax managed portfolios, automatic deposits and withdrawals, and no-trading-fee management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $11M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DIRECTIONAL FINANCIAL SERVICES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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