Fapa Advisory Services Team (Fast)
Firm details
- Headquarters
- ,
- CRD number
- 170654
- Registered since
- July 28, 2015
- Website
- www.fapafinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.16%
- Individuals33.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fapa Advisory Services Team (Fast) is a small, independent registered investment adviser organized as a limited liability company and SEC-registered since 2015. The firm focuses on financial planning and portfolio management for individuals and small-business owners, billing clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—while the firm supplements core allocations with corporate debt for income and external alternative fund exposure. Fapa Advisory Services Team (Fast) does not identify as an active ESG investor and operates with a concentrated client base rather than a broad multi-state footprint.
Assets & Accounts
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 Funds100%
Contacts
2 of 2
Thomas Smith
Vice PresidentCRD 800397

William Smith
President and FounderCRD 6386583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Weiss Financial Services
RIAJ.P.Morgan Wealth Management Solutions Inc.
RIANew York, NY
Off-Trail Works LLC
RIAAustin, TX
Lime Rock Investment Management Company, Inc.
RIASan Antonio, TX
Dauble+Worthington Equity Portfolios
RIAZephyr Capital LLC
RIAChicago, IL