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, SEC-registered investment adviser organized as an LLC and positioned as a capital allocator for both individual/family and institutional clients. The firm provides traditional wealth management services including financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also offers pension consulting and performs selection of third‑party advisers on behalf of clients. Fee arrangements include asset‑based fees supplemented by hourly and fixed‑fee engagements. Advus does not identify as an active ESG investor. The firm reports relationships with other investment advisers and insurance companies as part of its industry affiliations.