LENTZ ADVISORS

RIASEC Registered

Total AUM

$40.4M

Discretionary

$40.4M

100% of AUM

Avg account

$374K

Accounts

108

Employees

Advisory reps

Firm details

Headquarters: GAINESVILLE, Florida
CRD number: 335553
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.72%
Individuals17.92%
Corporations / Businesses1.98%
Charitable Organizations0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lentz Advisors is a small, independent registered investment adviser focused on individual and family clients. The firm operates as a capital allocator, blending traditional pooled vehicles with third‑party alternative managers to build diversified portfolios. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Fee structures include a percentage of assets under management and fixed fees. Investment implementation appears to favor liquid public funds for core exposure while supplementing portfolios with select alternatives and fixed‑income instruments for income and diversification. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.