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 that began SEC registration in 2021 and operates as an LLC. The firm serves both individual/family and institutional clients and acts as a capital allocator, providing financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor. Advus lists affiliations with other investment advisers and an insurance company, and it notes pension consulting among its advisory activities. The firm is classified as a domestic entity with individual ownership.
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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