FRAZIER FINANCIAL ADVISORS, LLC

RIASEC RegisteredEst. 1995

Total AUM

$1.2B

Discretionary

$1.1B

93% of AUM

Avg account

$282K

Accounts

4,115

Employees

Advisory reps

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

FINTRX

Overview

Frazier Financial Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 1995. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers; the firm's business activities also list accounting support. Fee arrangements include asset-based fees, hourly charges and fixed fees, and the firm is identified as a capital allocator. Frazier reports it is not an active ESG investor and does not position itself as a multi-state adviser. The firm's investment approach, based on reported asset mixes, leans heavily toward pooled public funds and ETFs as the primary implementation vehicles, with discretionary portfolio management comprising most client assets.