21ST CENTURY EQUITY ADVISORS CORPORATION

RIASEC Registered
Total AUM
$50.2M
Discretionary
$50.2M
100% of AUM
Avg account
$948K
Accounts
53
Employees
1
Advisory reps
1

Firm details

Headquarters
WORTHINGTON, Ohio
CRD number
120336
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI77.16%
  • Individuals22.84%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

21st Century Equity Advisors Corporation is a small, fee-based advisory boutique that centers its investment activity on exchange-traded equities and ETFs for individual and family clients. The firm provides portfolio management for individuals and small businesses and charges a percentage-of-AUM advisory fee. Manager allocation shows a clear bias toward liquid, listed equities while using third-party managers to access select alternative exposures in real assets and commodities. The adviser is not an active ESG investor and does not market as a multi-state or pension consultant adviser. Business and operational signals point to a concentrated, equity-first approach: equities are the dominant holding type, custody is routed through mainstream custodians, and advisory services are tailored to a limited client base rather than institutional mandates. Industry affiliation listed as Accountant suggests the firm may lean on tax-aware portfolio construction or accounting relationships as part of client service.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Cash & Cash Equivalents 6%, US Government Bonds 2%, Investment Grade Corp Bonds 1%91%
  • Exchange Traded Equities91%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • JOHN HEGLER

    PresidentCRD 3190291

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WORTHINGTON, OH

FRANKLIN

Location

WORTHINGTON, OH

Headquartered in WORTHINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
749 Terra Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth