FRY Investment Advisors, Inc.

RIASEC Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$150K
Accounts
180
Employees
2
Advisory reps
2

Firm details

Headquarters
Centerville, Ohio
CRD number
300109
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • HNWI42.04%
  • Individuals39.9%
  • Pension & Profit Sharing Plans17.93%
  • Corporations / Businesses0.12%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

FRY Investment Advisors, Inc. is a small, privately owned corporate RIA that primarily manages portfolios for individuals, families and small businesses while also selecting external managers on clients’ behalf. The firm charges clients a percentage of assets under management and describes itself as a capital allocator rather than a product distributor. FRY is not positioned as an ESG-focused adviser, does not identify as a multi-state or pension consultant adviser, and does not list related-adviser relationships in its filings.

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 75%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Contacts

2 of 2
  • Nicholas Fry

    PresidentCRD 7057244

  • Maria Fry

    Investment Adviser RepresentativeCRD 7326845

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Centerville, OH

Montgomery

Location

Centerville, OH

Headquartered in Centerville, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
323 Regency Ridge Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth