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Advus Financial Partners, LLC

● SEC registered since 2021CRD 311990SEC# 801-120458Winter Park, FL
Export (members)
Reg. AUM
$3.07B
Employees
17
Accounts
1,276
Location
Winter Park, FL

Advus Financial Partners, LLC assets under management

Advus Financial Partners, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2021. It reports $3.1 billion in regulatory assets under management and employs 17 people.
www.vimeo.com/advuspartnersView on SEC.gov ↗

Advus Financial Partners, LLC owners & executives

13 reported
NameTitleOwnershipSince
Christopher James Bell ControlSecretaryUnder 5%2025
Foundation Risk Partners, Corp. ControlShareholderOver 75%2024
Mark Lamoriello ControlPresidentUnder 5%2024
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Frequently asked questions

How much does Advus Financial Partners, LLC manage?

Advus Financial Partners, LLC reports $3.1 billion in regulatory assets under management on its Form ADV.

How many employees does Advus Financial Partners, LLC have?

Advus Financial Partners, LLC reports 17 employees.

Where is Advus Financial Partners, LLC located?

Advus Financial Partners, LLC is based in Winter Park, FL and has been SEC-registered since 2021.

Does Advus Financial Partners, LLC disclose fund performance?

Advus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address631 W. Morse Blvd., Suite 115, Winter Park, FL 32789
Phone407-585-1160
Office hours8:30-4:30
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.91B
Non-discretionary$152.1M
Total (RAUM)$3.07B