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| Fund Direct Advisors Inc
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|
|---|---|
| CRD # | 155363 |
| SEC # | 801-77794 |
| CIK # | |
| AUM | $500.0 MM (2023-01-19) |
| Employees | 7 (86% Investors, 57% Brokers) |
| Phone | 336-271-4450 |
| Address | 7800 Mccloud Road Greensboro, NC 27409 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 10.0 |
| (b) Individuals (high net worth individuals) | 35 | 10.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 480.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 350 | 500.0 |
| By Discretionary | ||
| Discretionary | 280 | 50.0 |
| Non-Discretionary | 70 | 450.0 |
| Total | 350 | 500.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 500.0 | |
| Total | 350 | 500.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Levine Leichtman Strategic Capital LLC
✚
|
CA | 0.7 |
|
Innovative Capital Advisors LLC
✚
|
IL | 0.7 |
|
Invictus Fiduciary Services LLC
✚
|
TN | 0.6 |
|
Icon Infrastructure North America Inc
✚
|
0.6 | |
|
DRI Capital US Inc
✚
|
NY | 0.4 |
|
Oak Thistle LLC
✚
|
NY | 0.4 |
|
Agvictus Capital Management LLC
✚
|
GA | 0.4 |
|
Perry Capital Partners LLC
✚
|
FL | 0.3 |
|
Fukoku Life International America Inc
✚
|
NY | 0.3 |
|
Mount Street Portfolio Advisers LLC
✚
|
NY | 0.3 |