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- Custodian
- Broadridge · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Owner & Executives
CHRISTOPHER JAMES BELL
Secretary
- CRD
- --
- Ownership
- Less than 5%
JARED BENNETT CALVERT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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JAMES DANIEL GAY
Senior Vice President, Wealth Advisor
- CRD
- #5097626
OMAR JESUS GUEVARA
Associate, Participant Education
- CRD
- #7498314
Showing 2 of 12 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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