21ST CENTURY EQUITY ADVISORS CORPORATION
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Contacts
1 of 1JOHN HEGLER
PresidentCRD 3190291
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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