Financial Advantage Advisors Co

RIASEC Registered
Total AUM
$20.6M
Discretionary
$20.6M
100% of AUM
Avg account
$317K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
117131
Website
finadv.org
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI58.88%
  • Individuals41.12%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Financial Advantage Advisors Co. is a small, owner-operated independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm functions as a capital allocator, blending liquid equity exposures with allocations to third-party alternative managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements are flexible and include assets-under-management, hourly and fixed fees, and other structures. Alongside advisory work, the firm maintains brokerage and insurance distribution capabilities as a registered representative of a broker-dealer and as an insurance broker. That hybrid operating model allows the adviser to combine fee-based portfolio management with access to product solutions outside a pure advisory sleeve. Financial Advantage Advisors Co. is not positioned as an ESG-focused manager and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 20%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Ronald Eleveld

    Branch ManagerCRD 1019537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth