Familywealth Asset Management

RIASEC RegisteredEst. 2009

Total AUM

$177M

Discretionary

$148M

83% of AUM

Avg account

$235K

Accounts

753

Employees

Advisory reps

Firm details

Headquarters: Lake Mary, Florida
CRD number: 147869
Registered since: January 2, 2009
Website: familywealth.us
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, AUSTIN CAPITAL TRUST COMPANY, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Other
Client types: HNWI48.52%
Banking / Thrift Institutions26.91%
Individuals21.72%
Pension & Profit Sharing Plans2.85%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Familywealth Asset Management is an independent SEC-registered RIA organized as an LLC and operating since 2009. The firm serves both individual and family clients as well as institutional relationships and acts as a capital allocator, meaning it places client capital with third-party managers in addition to managing portfolios directly. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, selection of other advisers, and the publication of client-facing periodicals or newsletters. The firm uses a mix of percentage-of-AUM and subscription-style fee arrangements and does not identify as an active ESG investor.