Financial Advantage Advisors Co
Firm details
- Headquarters
- ,
- CRD number
- 117131
- Website
- finadv.org
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI58.88%
- Individuals41.12%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Advantage Advisors Co. is a small, owner-operated independent registered investment adviser structured as a limited liability company that serves individual and family clients. The firm functions as a capital allocator, blending liquid equity exposures with allocations to third-party alternative managers. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Fee arrangements are flexible and include assets-under-management, hourly and fixed fees, and other structures. Alongside advisory work, the firm maintains brokerage and insurance distribution capabilities as a registered representative of a broker-dealer and as an insurance broker. That hybrid operating model allows the adviser to combine fee-based portfolio management with access to product solutions outside a pure advisory sleeve. Financial Advantage Advisors Co. is not positioned as an ESG-focused manager and does not operate as a multistate adviser.
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents20%
Contacts
1 of 1Ronald Eleveld
Branch ManagerCRD 1019537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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