Financial Advisory Partners, LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 310914
- Registered since
- January 4, 2021
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.43%
- Individuals26.32%
- Corporations / Businesses10.46%
- Charitable Organizations5.97%
- Insurance Companies3.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Advisory Partners, LLC is an SEC-registered investment adviser (registered in 2021) organized as an LLC and controlled by domestic and individual ownership interests. The firm serves both high-net-worth individuals/families and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It describes itself as a capital allocator and charges clients through a mix of AUM fees, hourly charges, and fixed fees. The firm does not report active ESG investing and does not identify as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds59%
- Exchange Traded Equities35%
- US Government Bonds2%
- State & Local Bonds1%
- Sovereign Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$273M in ETFs
93%
$255M
0%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $49.1M | 627,292 | 17.98% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 1201 S Orlando Ave
- Time zone
- ET (UTC-5)
- Office locations
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