Helianth Investment Management LLC
SEC RegisteredStraightforward Investing. Seasoned Stewardship.
About the firm
Helianth Investment Management, LLC is an active, independent, fee-only investment management firm that selects individual stocks and bonds for client portfolios. The firm emphasizes transparency, proprietary fundamental analysis, and custom portfolio construction with no ETFs, leverage, derivatives, or commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Individually constructed equity and fixed income portfolios using individual stocks and bonds, driven by proprietary fundamental analysis of business quality and valuation, with attention to concentration, correlation, and downside risk management.
Who they serve
Investors exploring an independent, transparent alternative to their current investment approach.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $31M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.75% |
| $500,001 - $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.25% |
| Above $2,000,000 | 1.00% |
Data as of March 18, 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. Helianth Investment Management LLC 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.
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