$525.0K Total AUM
$500.0K Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-29-2025
- Office Locations
- 1
Office Locations
3531 13th AVE N Unit 303 Grand Forks ND
About 21st Financial
21st Financial is a newly established registered investment adviser serving retail clients. It emphasizes portfolio construction and an ETF-centric approach (reported as 100% of SMA assets in ETFs), with mutual funds and cryptocurrency also disclosed in its investment mix. The firm reports custody/clearing relationships including Altruist (and Truist Bank).
Team overview
-- AVG AGE
$525.0K AVG AUM / ADVISOR
$11.4K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
Charlie Joseph Andrys
Chief Executive Officer
- CRD
- #8144352
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500,000 | -- |
| Non-Discretionary | $25,000 | -- |
| Total | $525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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