Frazier Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated April 8, 2026, reports $1.2B in regulatory assets under management, 20 employees, and 4,115 accounts.
Assets Under Management
$1.2B
Employees
20
Offices
--
Total Clients
733
Primary office
COLUMBUS, OH
1690 WEST LANE AVENUE, SUITE 280, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
424
2
HNWI
40.9%
300
3
Pension Plans
0.8%
6
4
Banks
0.1%
1
5
Corporations
0.1%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 8, 2026
Discretionary93.4%
$1.1B
93% of total RAUM93.4%
Non-discretionary6.6%
$77M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts4,115
10Y AUM Change+$953M (+463.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee37:1
10Y Employee Change+13 (+185.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.