Advus Financial Partners, LLC

RIASEC Registered

Total AUM

$4B

Discretionary

$3.8B

96% of AUM

Avg account

$3M

Accounts

1,329

Employees

Advisory reps

Firm details

Headquarters: Winter Park, Florida
CRD number: 311990
Registered since: March 5, 2021
Website: advuspartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, FIDELITY DISTRIBUTORS COMPANY LLC, EMPOWER TRUST CO
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans72.27%
HNWI21.4%
Charitable Organizations3.33%
Individuals2.94%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advus Financial Partners, LLC is an independent, SEC-registered investment adviser (registered in 2021) that serves both high-net-worth individuals and institutional clients. The firm combines fee-based wealth management and financial planning with pension consulting and manager-selection services, and it positions itself as an active capital allocator rather than purely a model-portfolio shop. Its client billing mixes assets-under-management fees with hourly and fixed-fee arrangements. Advus indicates it does not pursue ESG investing as part of its core process.