$36.2M Total AUM
$36.2M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 01-22-2025
- Office Locations
- 1
Office Locations
16165 North 83rd Avenue Suite 200 Peoria AZ
About 21:5 Advisors, LLC
21:5 Advisors, LLC is a Peoria-based RIA. The firm has been operating for 1 years. Managing $36.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$36.2M AVG AUM / ADVISOR
$646.6K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Atlas optima Frontier Horizon Vertex
Client Personas
Meridian
Custodian
Insight matrix Radial Ridge atlas Unison Peak Ember pioneer Summit oak
Fund Managers
Delta
Investment Themes
Signal Glacier peak Vector fusion
Investment Vehicles
Vital Eagle
Platform
Insight optima
Services
Timber Insight Element foundation Alpha Optima Pioneer Matrix
Technology
Atlas summit
Owner & Executives
J
JOEL ARTHUR BEYER
Chief Compliance Officer
- CRD
- #2515319
- Ownership
- 75% or more
(496) 741-8003
capital.capital@northcapital.com
in linkedin.com/in/frontier-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,207,132 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,207,132 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,207,132
Equity - Exchange:
33.7% Public Funds:
31.3% Cash:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,596,174,175 | 33.7% |
| Public Funds | $1,482,500,050 | 31.3% |
| Cash | $1,657,747,659 | 35.0% |
| Total | $4,736,421,884 | 100.0% |