Advus Financial Partners, LLC
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
FINTRXOverview
Advus Financial Partners, LLC is an independent registered investment adviser organized as an LLC that registered with the SEC in 2021. The firm acts as a capital allocator for both individuals and families as well as institutional clients, and its service mix includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. Compensation arrangements are flexible: percentage-of-AUM billing is available alongside hourly and fixed-fee engagements. The firm does not identify itself 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 Funds87%
- Exchange Traded Equities6%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
3 of 3
Andrew Zito
President, Chief Operating OfficerCRD 6607946
Sally Hanley-whitworth
Chief Compliance OfficerCRD 2030758
Mark Lamoriello
Chief Executive OfficerCRD 2106993
Contacts
3 of 10
Stacy Fleming
Director, Compliance ServicesCRD 5782272
Joshua Rose
Wealth AdvisorCRD 5890372
James Gay
Managing DirectorCRD 5097626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$352M in ETFs
80%
$281M
17%
$71.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $32.8M | 199,788 | 9.31% |
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 631 W Morse Blvd
- Time zone
- ET (UTC-5)
- Office locations
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