Trustwell Financial Advisors, LLC
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 108426
- Registered since
- February 3, 2021
- Website
- trustwellfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.55%
- Individuals40.3%
- Charitable Organizations0.11%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Trustwell Financial Advisors, LLC is an independent RIA organized as an LLC that provides financial planning and portfolio management for individuals, families and small-business/institutional clients. The firm is SEC-registered (registration recorded in 2021). Ownership is held by an individual and the advisor bills clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Trustwell reports being an active ESG investor and is not structured as a capital allocator or related adviser.
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
- Public Funds/Mutual Funds82%
- US Government Bonds9%
- Exchange Traded Equities6%
- Cash & Cash Equivalents3%
Contacts
3 of 5
Christopher Daunhauer
Financial AdvisorCRD 5191149
Bradley Miller
Investment Adviser RepresentativeCRD 6298062
Tanner Doudna
Financial AdvisorCRD 6388648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$90.5M in ETFs
29%
$26.4M
56%
$64M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $14.3M | 330,371 | 15.81% |
Location
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 8825 Perimeter Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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