Financial Architects, LLC
Firm details
- Headquarters
- Woodstock, Georgia
- CRD number
- 116027
- Registered since
- May 12, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.15%
- Individuals8.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Architects, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm is SEC-registered (registered in 2022) and is owned by an individual principal. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Compensation is a mix of percentage-of-assets, hourly charges, and fixed fees. The firm identifies as an active ESG investor and incorporates those considerations into its investment approach. Financial Architects is not positioned as a capital allocator; it sources investment solutions from external managers and funds.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
David Hultstrom
Co Founder and Chief Investment OfficerCRD 1968772
Contacts
2 of 2
Anitha Rao
Wealth ManagerCRD 5774635
Kaitlyn Barnes
Financial PlannerCRD 7484063
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$196M in ETFs
87%
$171M
13%
$24.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US TIPS ETF (SCHP) | Schwab | Passive | Inflation Protected Bond | $39.2M | 1,559,215 | 19.98% |
Location
Woodstock, GA
Cherokee
Location
Woodstock, GA
Headquartered in Woodstock, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cherokee
- Address
- 302 Creekstone Rdg
- Time zone
- ET (UTC-5)
- Office locations
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