FACET

RIASEC RegisteredEst. 2016
Total AUM
$6B
Discretionary
$6B
100% of AUM
Avg account
$152K
Accounts
39,720
Employees
168
Advisory reps
76

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
285961
Registered since
December 15, 2016
Website
www.facetwealth.com
Custodians
APEX CLEARING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Fixed Fees
Client types
  • HNWI64.82%
  • Individuals35.18%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Facet is an independent registered investment adviser incorporated in 2016 that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, operating on a fixed-fee model. Facet identifies as an active ESG investor and allocates portfolios primarily through third‑party funds rather than direct private investing; it does not act as a capital allocator. The firm was recognized by Citywire in its "50 Growers Across America" lists in 2022 and 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

3 of 6

  • THOMAS GRAFF

    Chief Investment OfficerCRD 4351710

  • Victor Davidenko

    Chief Compliance OfficerCRD 7564488

  • DARSHAN PATEL

    Chief Financial OfficerCRD 5963300

Unlock 3 more executives →

Contacts

3 of 70

  • MATTHEW DELLAERO

    Senior Financial PlannerCRD 6183991

  • ZACHARY MARSH

    Senior Financial PlannerCRD 6489445

  • STEPHEN GLOWACKA

    Senior Financial PlannerCRD 4584540

Unlock 67 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 217

Active vs passive

$6B in ETFs

Passive

100%

$5.9B

Active

<1%

$29.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$894M13,952,81614.99%
Unlock additional holdings →

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
2054 Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

RIVERNORTH CAPITAL MANAGEMENT, LLC

RIA

WEST PALM BEACH, FL

AUM $6.2BTEAM 20REPS 10

ALTAROCK PARTNERS LP

RIA

WEST PALM BEACH, FL

AUM $5.7BTEAM 7REPS 2

PROSPECT CAPITAL MANAGEMENT L.P.

RIA

WEST PALM BEACH, FL

AUM $6.6BTEAM 143REPS 3

SKYE GLOBAL MANAGEMENT LP

RIA

WEST PALM BEACH, FL

AUM $5.2BTEAM 7REPS 3

GRAMERCY FUNDS MANAGEMENT LLC

RIA

WEST PALM BEACH, FL

AUM $7.4BTEAM 75REPS 8

SIRIS CAPITAL GROUP, LLC

RIA

WEST PALM BEACH, FL

AUM $4.8BTEAM 24REPS 5
More RIAs in WEST PALM BEACH →All Florida RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth