CORAL SPRINGS, FLCRD 135980Latest ADV March 24, 2026
Fr Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coral Springs, FL. Its latest Form ADV filing, dated March 24, 2026, reports $136M in regulatory assets under management, 2 employees, and 310 accounts.
Assets Under Management
$136M
Employees
2
Offices
--
Total Clients
137
Primary office
CORAL SPRINGS, FL
5521 UNIVERSITY DRIVE, SUITE 104, CORAL SPRINGS, FL, United States
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
83
2
HNWI
27.0%
37
3
Pension Plans
12.4%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 24, 2026
Discretionary100.0%
$136M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$136M
Total Accounts310
10Y AUM Change+$26M (+23.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee69:1
10Y Employee Change0 (0.0%)
* 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.