Frazier Financial Advisors, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 106649
- Registered since
- October 23, 1995
- Website
- www.frazierfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.61%
- Individuals14.79%
- Other3.68%
- Pension & Profit Sharing Plans1.9%
- Banking / Thrift Institutions0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Frazier Financial Advisors, LLC is an independent registered investment adviser formed in 1995 and organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and acts as a capital allocator, selecting outside managers when appropriate. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not describe 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 Funds84%
- Exchange Traded Equities11%
- Private Funds3%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Joshua Frazier
Chief Investment OfficerCRD 5704259
Brian Houts
Chief Planning OfficerCRD 5903521
Madeline Keegan
Partner, COOCRD 6611072
Contacts
3 of 9
Benjamin Foor
Financial & Tax AdvisorCRD 6246891
Annalisa Sporrong
Client Service AdvisorCRD 7070149
Jane Callahan
Financial AdvisorCRD 2594288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 254Active vs passive
$156M in ETFs
69%
$108M
27%
$48.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $48.2M | 80,668 | 30.84% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 1690 W Lane Ave
- Time zone
- ET (UTC-5)
- Office locations
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