Frazier Financial Advisors, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 106649
- Registered since
- October 23, 1995
- Website
- www.frazierfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.61%
- Individuals14.79%
- Other3.68%
- Pension & Profit Sharing Plans1.9%
- Banking / Thrift Institutions0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Frazier Financial Advisors, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and operating since 1995. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Its fee model combines percentage-of-AUM billing with hourly and fixed-fee arrangements. Frazier lists accounting among its business activities and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds84%
- Exchange Traded Equities11%
- Private Funds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Joshua Frazier
Chief Investment OfficerCRD 5704259
Brian Houts
Chief Planning OfficerCRD 5903521
Madeline Keegan
Partner, COOCRD 6611072
Contacts
3 of 9
Benjamin Foor
Financial & Tax AdvisorCRD 6246891
Annalisa Sporrong
Client Service AdvisorCRD 7070149
Jane Callahan
Financial AdvisorCRD 2594288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 245Active vs passive
$177M in ETFs
71%
$125M
28%
$52.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $60.2M | 87,648 | 34.08% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 1690 W Lane Ave
- Time zone
- ET (UTC-5)
- Office locations
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