Frazier Financial Advisors LLC

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Assets, Funds, Holdings

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Frazier Financial Advisors LLC
CRD #106649
SEC #801-50432
CIK #0002002745
AUM 1,158.5 M (2026-04-08)
Employees 20 (75% Investors, 40% Brokers)
Fees
Minimum
Phone614-793-8297
Address1690 West Lane Avenue
Columbus, OH 43221
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
120096072048024001999200820172027
Sector Form 13F Holdings Value ($M)
AbbVie Inc 3.9
Apple Inc 3.1
Abbott Laboratories 3.0
Accenture PLC 2.2
J P Morgan Chase & Co 1.9
Nvidia Corp 1.9
Microsoft Corp 1.7
Facebook Inc 1.0
Limited Brands Inc 0.9
Manhattan Bridge Capital Inc 0.9
View All
Holdings by Sector ($M)
190152114763802024202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 424 171.3
(b) Individuals (high net worth individuals) 300 922.3
(c) Banking or thrift institutions 1 0.1
(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 6 22.1
(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 1 0.1
(n) Other 1 42.6
Total 4,115 1,158.5
By Discretionary
Discretionary 3,932 1,082.0
Non-Discretionary 183 76.5
Total 4,115 1,158.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,158.5
Total 4,115 1,158.5
EDGAR Form CIK 2011 - 2026
13F-HR [0002002745]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients1
ServesInstitutional, Retail
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