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Frazier Financial Advisors, LLC

● SEC registered since 1995CRD 106649SEC# 801-50432Columbus, OH
Export (members)
Reg. AUM
$929.9M
Employees
19
Accounts
3,751
Location
Columbus, OH

Frazier Financial Advisors, LLC assets under management

Frazier Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 1995. It reports $929.9 million in regulatory assets under management and employs 19 people.
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Frazier Financial Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Andrew Corey Gephart ControlChief Financial Officer10-25%2016
Benjamin Monroe Foor ControlChief Compliance Officer10-25%2018
Brian Timothy Houts ControlChief Planning Officer25-50%2021
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Frequently asked questions

How much does Frazier Financial Advisors, LLC manage?

Frazier Financial Advisors, LLC reports $929.9 million in regulatory assets under management on its Form ADV.

How many employees does Frazier Financial Advisors, LLC have?

Frazier Financial Advisors, LLC reports 19 employees.

Where is Frazier Financial Advisors, LLC located?

Frazier Financial Advisors, LLC is based in Columbus, OH and has been SEC-registered since 1995.

Does Frazier Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address1690 West Lane Avenue, Suite 280, Columbus, OH 43221
Phone614-793-8297
Fax614-793-8299
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2002745
Discloses disciplinary historyNo

Assets under management

Discretionary$805.5M
Non-discretionary$124.4M
Total (RAUM)$929.9M