Bankschannel Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157986
- Website
- www.bankschanneladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.2%
- Individuals29.44%
- Charitable Organizations1.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Bankschannel Advisors, LLC is a small, independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and manages client relationships directly rather than acting as a capital allocator. Its investment approach favors pooled public vehicles—mutual funds and similar public funds—as the core building blocks of client portfolios, supplemented where appropriate with real estate exposures through REITs or third‑party real estate managers. The firm does not identify as an active ESG investor and operates from a single-state footprint under individual ownership.
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
- Public Funds/Mutual Funds30%
- Exchange Traded Equities26%
- US Government Bonds16%
- Non-Exchange Traded Equities14%
- Cash & Cash Equivalents14%
Contacts
1 of 1Andrew Sherman
Managing PartnerCRD 5974363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations