SRC Wealth Advisors LLC

Overview

SRC Wealth Advisors LLC is an independent, individual-owned registered investment advisor focused on serving individual and family clients. The firm operates primarily as a capital allocator and delivers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee structures include a percentage of assets under management plus hourly and fixed-fee engagements, allowing flexibility for comprehensive planning and one-off advice. Investment activity is skewed toward equities, with the firm operating through separately managed account (SMA) structures and a preference for exchange-traded products. SRC Wealth Advisors uses third-party external managers when accessing alternative strategies, positioning those allocations alongside liquid equity portfolios to meet client objectives. The firm reports a non-discretionary posture for its managed assets, which implies clients retain final trading authority while SRC provides advisory and allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices