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 organized as an LLC and SEC-registered in 2021. The firm serves both individual/family and institutional clients and operates as a capital allocator that selects external managers on behalf of clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee billing. The firm does not self-identify as an active ESG investor, and its regulatory snapshot lists affiliations with another investment adviser and an insurance company.