COMPLETE ADVISORS

RIASEC RegisteredEst. 2020

Total AUM

$84.2M

Discretionary

$66.8M

79% of AUM

Avg account

$3.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: VALLEY STREAM, New York
CRD number: 307127
Registered since: March 13, 2020
Website: completeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN TRUST CUSTODY
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.38%
Pension & Profit Sharing Plans20.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Complete Advisors is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. SEC registration began in 2020 and the firm combines financial planning with discretionary and non-discretionary portfolio management, and the selection of outside advisers when needed. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Investment posture is equity‑centric: the adviser tilts toward exchange‑traded equities for core exposures while layering complementary investments for income and diversification. The firm is not positioned as an ESG-focused manager and it reports active use of third‑party alternative managers to access strategies outside public markets.