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| Keyboard |
| FR Financial Advisors LLC
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|---|---|
| CRD # | 135980 |
| SEC # | 801-130330 |
| CIK # | |
| AUM | 135.7 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 954-755-0222 |
| Address | 5521 University Drive Coral Springs, FL 33067 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 27.1 |
| (b) Individuals (high net worth individuals) | 37 | 90.2 |
| (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 | 17 | 18.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 310 | 135.7 |
| By Discretionary | ||
| Discretionary | 310 | 135.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 135.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.7 | |
| Total | 310 | 135.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 22 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fithian LLC
✚
|
NY | 136.2 M |
|
Capitol Family Office Inc
✚
|
OR | 136.1 M |
|
Landmark Wealth Advisors LLC
✚
|
UT | 135.9 M |
|
1N Capital LLC
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|
135.9 M | |
|
Global Financial Planning Group LLC
✚
|
MI | 135.3 M |
|
Keller Financial Group Inc
✚
|
PA | 135.3 M |
|
Fogarty Wealth Management Inc
✚
|
TX | 135.3 M |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 135.2 M |
|
Sparrow Wealth Management Inc
✚
|
FL | 135.2 M |
|
Crystal Cove Asset Management LLC
✚
|
CA | 135.2 M |