FRY Investment Advisors, Inc.
Firm details
- Headquarters
- Centerville, Ohio
- CRD number
- 300109
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM
- Client types
- HNWI42.04%
- Individuals39.9%
- Pension & Profit Sharing Plans17.93%
- Corporations / Businesses0.12%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FRY Investment Advisors, Inc. is a small, privately owned corporate RIA that primarily manages portfolios for individuals, families and small businesses while also selecting external managers on clients’ behalf. The firm charges clients a percentage of assets under management and describes itself as a capital allocator rather than a product distributor. FRY is not positioned as an ESG-focused adviser, does not identify as a multi-state or pension consultant adviser, and does not list related-adviser relationships in its filings.
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 Equities75%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
2 of 2Nicholas Fry
PresidentCRD 7057244
Maria Fry
Investment Adviser RepresentativeCRD 7326845
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Centerville, OH
Montgomery
Location
Centerville, OH
Headquartered in Centerville, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 323 Regency Ridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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