|
⚲
|
| Frazier Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 106649 |
| SEC # | 801-50432 |
| CIK # | 0002002745 |
| AUM | $1.2 B (2026-04-08) |
| Employees | 20 (75% Investors, 40% Brokers) |
| Phone | 614-793-8297 |
| Address | 1690 West Lane Avenue Columbus, OH 43221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| 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) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 424 | 171.3 |
| (b) Individuals (high net worth individuals) | 300 | 922.3 |
| (c) Banking or thrift institutions | 1 | 0.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 22.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 1 | 42.6 |
| Total | 4,115 | 1,158.5 |
| By Discretionary | ||
| Discretionary | 3,932 | 1,082.0 |
| Non-Discretionary | 183 | 76.5 |
| Total | 4,115 | 1,158.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,158.5 | |
| Total | 4,115 | 1,158.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002002745] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
L & S Advisors Inc
✚
|
CA | 1.2 |
|
Ameliora Wealth Management Ltd
✚
|
1.2 | |
|
JFG Wealth Management LLC
✚
|
CO | 1.2 |
|
NTV Asset Management LLC
✚
|
WV | 1.2 |
|
Lake Street Private Wealth LLC
✚
|
IL | 1.2 |
|
APCM Wealth Management for Individuals LLC
✚
|
AK | 1.2 |
|
Kerberrose Wealth Management LLC
✚
|
WI | 1.2 |
|
Third View Private Wealth LLC
✚
|
CT | 1.2 |
|
Arkos Global Advisors LLC
✚
|
TX | 1.2 |
|
CVFG LLC
✚
|
IN | 1.2 |