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- Custodian
- Broadridge · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-05-2021
- Office Locations
- 3
Office Locations
About Advus Financial Partners, LLC
ADVUS Financial Partners is a Winter Park, FL advisory firm serving individuals, qualified retirement plans, and institutions. The firm provides wealth and retirement plan guidance with an active, allocation-focused approach using ETFs and mutual funds. For distribution teams, it operates across retail and institutional channels and primarily custodies through Fidelity/NFS, with Empower supporting retirement plan relationships.
Reported data analysis
What the numbers show
Between March 31, 2025 and July 28, 2026, reported AUM increased 29.5%, from $3.1B to $4.0B.
Across 5 reported observations, AUM increased 68.5% between October 19, 2022 and July 28, 2026, from $2.4B to $4.0B.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 10 advisory representatives and 528 clients, or 52.8 clients per representative. That equates to $7.5M in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Advus Financial Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER JAMES BELL
Secretary
- CRD
- --
- Ownership
- Less than 5%
STACY GRAVES FLEMING
Chief Compliance Officer
- CRD
- #5782272
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Hayden T Clem
--
- CRD
- #7893348
JAMES DANIEL GAY
Senior Vice President, Wealth Advisor
- CRD
- #5097626
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,831,219,730 | $3,043,066 |
| Non-Discretionary | $139,756,931 | $1,996,528 |
| Total | $3,970,976,661 | $2,987,943 |
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Separately Managed Accounts
SMA allocation detail is available
Advus Financial Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.