Souders Financial Advisors, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.4B

Discretionary

$1.1B

78% of AUM

Avg account

$390K

Accounts

3,616

Employees

Advisory reps

Firm details

Headquarters: Cincinnati, Ohio
CRD number: 296780
Registered since: May 21, 2018
Website: www.soudersfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.47%
Individuals31.47%
Pension & Profit Sharing Plans18.47%
Charitable Organizations0.52%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Souders Financial Advisors, LLC is an independent registered investment adviser formed in 2018 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional clients and bills through a mix of AUM-based fees and fixed fees. Its service offerings, as reported on regulatory filings, include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection of outside managers, and educational seminars. The firm identifies itself as a capital allocator and is not an active ESG investor. The adviser appears to combine direct portfolio management with a role in sourcing and selecting external managers for clients. That dynamic is underscored by the firm’s stated activity of allocating to third-party alternative managers and providing pension-related consulting and advisor-selection services on an ad hoc basis.