Asset manager · Winter Park, FL
Advus Financial Partners, LLC
SEC-registered investment adviser · CRD 311990 · SEC 801-120458
At a glance
Advus Financial Partners, LLC is an SEC-registered investment adviser based in Winter Park, Florida, with $4.0 billion in regulatory assets under management as of its Form ADV filed July 28, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 439 individual clients. By Form ADV it is a asset manager, ranked 778th of 3,218 asset managers and 2,422nd of 17,210 SEC-registered advisers by assets.
Main office 407-585-1160advuspartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $4.0B
- Rank among asset managers
- #778 of 3,218
- Rank among all SEC RIAs
- #2,422 of 17,210
- Rank in Florida
- #105 of 1,090
- Individual clients
- 439
- High-net-worth clients
- 140
- Accounts
- 1,329
- Discretionary
- 96% of AUM
- Employees
- 16
- Advisory staff
- 10
- Offices
- 3
Owners and executives on its Form ADV
- Mark LamorielloPresident
- Christopher J. BellSecretary
- Stacy G. FlemingChief Compliance Officer
Custody and brokerage
3 custodians
- Fidelity Management Trust$1.2B37%
- Fidelity$1.1B32%
- Empower Trust Co$985M30%
Other RIAs using Fidelity Management TrustOther multi-custodian RIAs
Broker-dealer
Broker-dealer named in its brochure
Its Form ADV brochure (filed July 2026) names United Planners Financial Services, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Registered Representative Activities Certain supervised persons of Advus are also registered representatives of United Planners Financial Services, a broker-dealer that is not affiliated with Advus or Foundation Risk Partners, Corp.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 82 | $2.9B | 72% |
| High-net-worth individuals | 140 | $850M | 21% |
| Charitable organizations | 7 | $132M | 3% |
| Individuals | 299 | $117M | 3% |
| Corporations or other businesses | – | $2M | <1% |
Disciplinary disclosures
Advus Financial Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗advuspartners.com ↗
AtlasMembers
The full record on Advus Financial Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 749 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 3Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Advus Financial Partners, LLC manage?
Advus Financial Partners, LLC reports $4.0 billion in regulatory assets under management across 1,329 accounts, 96% of it on a discretionary basis, on its Form ADV filed July 28, 2026.
What kind of firm is Advus Financial Partners, LLC?
Advus Financial Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Advus Financial Partners, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($2.9 billion, 82 clients); high-net-worth individuals ($850 million, 140 clients); charitable organizations ($132 million, 7 clients).
Does Advus Financial Partners, LLC have any disciplinary history?
Advus Financial Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Advus Financial Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →