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| Advus Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 311990 |
| SEC # | 801-120458 |
| CIK # | |
| AUM | $4.0 B (2026-06-09) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 407-585-1160 |
| Address | 631 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 0.1 |
| (b) Individuals (high net worth individuals) | 140 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 82 | 2.9 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,329 | 4.0 |
| By Discretionary | ||
| Discretionary | 1,259 | 3.8 |
| Non-Discretionary | 70 | 0.1 |
| Total | 1,329 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 1,329 | 4.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Karpus Management Inc
✚
|
NY | 4.0 |
|
Valor Advisors LLC
✚
|
FL | 4.0 |
|
Azimuth Capital Investment Management LLC
✚
|
MI | 4.0 |
|
New Frontier Advisors LLC
✚
|
MA | 4.0 |
|
Argent Capital Management LLC
✚
|
MO | 4.0 |
|
Brooklyn Investment Group LLC
✚
|
NY | 4.0 |
|
Nordwand Advisors LLC
✚
|
PA | 4.0 |
|
Inspire Investing LLC
✚
|
ID | 4.0 |
|
Vernal Point Advisors LLC
✚
|
CA | 3.9 |
|
Ocean Park Asset Management LLC
✚
|
CA | 3.9 |