Advus Financial Partners, LLC

RIASEC RegisteredEst. 2021

Total AUM

$4B

Discretionary

$3.8B

96% of AUM

Avg account

$3M

Accounts

1,329

Employees

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 311990
Registered since: March 5, 2021
Website: advuspartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER TRUST CO
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans72.27%
HNWI21.4%
Charitable Organizations3.33%
Individuals2.94%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advus Financial Partners, LLC is an independent Registered Investment Adviser formed as an LLC and SEC-registered in 2021. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, using outside managers as part of its offering. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. Fee arrangements combine percentage-of-AUM billing with hourly and fixed-fee options. Advus does not report itself as an active ESG investor.