EFFICIENT ADVISORS

RIASEC RegisteredEst. 2009
Total AUM
$3.1B
Discretionary
$2.9B
93% of AUM
Avg account
$176K
Accounts
17,508
Employees
14
Advisory reps
6

Firm details

Headquarters
,
CRD number
150144
Registered since
May 1, 2009
Website
www.efficientadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC, ADVISORTRUST
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals57.04%
  • HNWI32.62%
  • Pension & Profit Sharing Plans10.1%
  • Corporations / Businesses0.23%
  • Charitable Organizations0.01%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Efficient Advisors is a privately held limited liability company operating as an independent registered investment adviser since 2009. The firm serves both individuals/families and institutional clients and generates fees through a blend of percentage-of-assets and fixed-fee arrangements. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The adviser does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 3%, Exchange Traded Equities 1%, Private Funds 1%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents3%
  • Exchange Traded Equities1%
  • Private Funds1%

Owners & executives

3 of 4

  • ZACHARY SHEPARD

    Chief Revenue OfficerCRD 6932089

  • JAMES HADAWAY

    Chief Compliance OfficerCRD 3070075

  • Sabrina Williams

    Chief Operating OfficerCRD 7051901

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Contacts

2 of 2

  • TED ANGUS

    EVP, General CounselCRD 4156167

  • GARY ZYLA

    EVPCRD 5906412

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$1.7B in ETFs

Passive

86%

$1.5B

Active

14%

$236M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$126M375,6337.35%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth