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| Happy Holidays!! thanks for using AUM13F!! |
| Frazier Financial Advisors LLC
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| CRD # | 106649 |
| SEC # | 801-50432 |
| CIK # | 0002002745 |
| AUM | $929.9 M (2025-07-29) |
| Employees | 19 (84% Investors, 47% Brokers) |
| Phone | 614-793-8297 |
| Address | 1690 West Lane Avenue Columbus, OH 43221 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002002745 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Abbott Laboratories | 4.0 | ||
| Accenture PLC | 3.8 | ||
| AbbVie Inc | 3.3 | ||
| Apple Inc | 2.6 | ||
| Microsoft Corp | 2.1 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Facebook Inc | 1.5 | ||
| Limited Brands Inc | 1.5 | ||
| Worthington Industries Inc | 0.9 | ||
| Thor Industries Inc | 0.8 | ||
| Procter & Gamble Co | 0.7 | ||
| Rockwell Automation Inc | 0.6 | ||
| Steris PLC | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 435 | 178.2 |
| (b) Individuals (high net worth individuals) | 240 | 714.3 |
| (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 | 0 | 0.0 |
| (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 | 1 | 37.3 |
| Total | 3,751 | 929.9 |
| By Discretionary | ||
| Discretionary | 3,537 | 805.5 |
| Non-Discretionary | 214 | 124.4 |
| Total | 3,751 | 929.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 929.9 | |
| Total | 3,751 | 929.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002002745] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Philip James Wealth Management LLC
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|
GA | 0.9 |
|
BMO Nesbitt Burns Securities Ltd
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0.9 | |
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Belmont Capital LLC
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CA | 0.9 |
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King Wealth Management Group LLC
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NY | 0.9 |
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Prospera Private Wealth LLC
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OK | 0.9 |
|
Brand Asset Management Group Inc
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MO | 0.9 |
|
Detalus Advisors LLC
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|
MO | 0.9 |
|
West Paces Advisors Inc
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|
GA | 0.9 |
|
Navigation Group LLC
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|
CA | 0.9 |
|
Strata Wealth Advisors LLC
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TX | 0.9 |