WINTER PARK, FLCRD 310914Latest ADV March 12, 2026
Financial Advisory Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 12, 2026, reports $378M in regulatory assets under management, 3 employees, and 570 accounts.
Assets Under Management
$378M
Employees
3
Offices
--
Total Clients
147
Primary office
WINTER PARK, FL
1201 S. ORLANDO AVENUE, SUITE 350, WINTER PARK, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.9% of total clients.
Top client categories% of clientsClients
1
HNWI
61.9%
91
2
Individuals
28.6%
42
3
Charitable
4.8%
7
4
Corporations
2.7%
4
5
Pension Plans
1.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$378Mas of March 12, 2026
Discretionary100.0%
$378M
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.
Total AUM$378M
Total Accounts570
10Y AUM Change+$378M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee49:1
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.