FRY Investment Advisors, Inc.

RIAState Registered
Total AUM
$27M
Discretionary
$27M
100% of AUM
Avg account
$150K
Accounts
180
Employees
2
Advisory reps
2

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

FINTRX

Overview

FRY Investment Advisors, Inc. is a privately owned corporate advisory firm registered in Ohio that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for individuals and small businesses, along with selecting third-party advisers when appropriate. FRY identifies itself as a capital allocator but is not an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 4%, Non-Exchange Traded Equities 1%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents4%
  • Non-Exchange Traded Equities1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth