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| Financial Advisory Partners LLC
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|---|---|
| CRD # | 310914 |
| SEC # | 801-120062 |
| CIK # | 0001994252 |
| AUM | 377.8 M (2026-05-28) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 407-478-6314 |
| Address | 1201 S Orlando Avenue Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001994252 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 8.9 | ||
| Morgan Stanley | 6.8 | ||
| Apple Inc | 6.3 | ||
| Parker Hannifin Corp | 6.2 | ||
| Alphabet Inc | 6.2 | ||
| J P Morgan Chase & Co | 6.0 | ||
| Wal Mart Stores Inc | 5.7 | ||
| FPL Group Inc | 5.0 | ||
| Johnson & Johnson | 4.9 | ||
| Ace Ltd | 4.6 | ||
| Republic Services Inc | 4.6 | ||
| Sempra Energy | 4.4 | ||
| Union Pacific Corp | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 99.4 |
| (b) Individuals (high net worth individuals) | 91 | 201.9 |
| (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 | 2 | 1.5 |
| (h) Charitable organizations | 7 | 22.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 13.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 39.5 |
| (n) Other | 0 | 0.0 |
| Total | 570 | 377.8 |
| By Discretionary | ||
| Discretionary | 570 | 377.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 570 | 377.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.8 | |
| Total | 570 | 377.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001994252] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Freedom Financial Partners LLC
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|
MN | 377.9 M |
|
Ashworth Wealth LLC
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UT | 377.8 M |
|
Pinvest LLC
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FL | 377.5 M |
|
Axis Wealth Partners LLC
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RI | 377.4 M |
|
Family Legacy Inc
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SC | 377.3 M |
|
New River Financial Group LLC
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VA | 377.1 M |
|
JPS Financial LLC
✚
|
OH | 377.0 M |
|
NorthStar Advisory Group LLC
✚
|
NJ | 377.0 M |
|
Advisor Share Wealth Management LLC
✚
|
WA | 376.9 M |
|
Kleinfelder Capital Inc
✚
|
OH | 376.6 M |