Carlisle Financial Group, LLC

Carlisle Financial Group LLC is a state-registered, fee-only investment adviser that provides portfolio management and financial consulting primarily to individual clients. The firm reports managing $14,821,346 of client assets on a discretionary basis as of December 31, 2025 and offers portfolio construction, ongoing monitoring, contingent rebalancing, and goal-based planning.

The firm’s investment approach emphasizes low-cost index mutual funds and exchange-traded funds, avoids market timing and routine stock-picking, and limits direct investment in individual stocks unless a client specifically requests retention. Portfolios are monitored continuously and reviewed at least quarterly, with contingent rebalancing triggered by specific events and deviation thresholds (commonly described as 15–25% on a relative basis or about 5% on an absolute basis).

Notable features that distinguish this small, single-advisor practice include an explicit limitation of managed assets to mutual funds and ETFs, a policy not to aggregate purchase or sale orders across client accounts, and a practice of leaving proxy voting to clients rather than voting on their behalf. The firm also reports no broker‑dealer affiliations or third‑party compensation and its principal brings prior institutional portfolio management experience, which may be of interest to investors seeking an independent, compact advisory relationship.