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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2019
- Office Locations
- 18
Office Locations
About Assuredpartners Investment Advisors
AssuredPartners Investment Advisors (APIA) partners with financial advisors to deliver asset management, fiduciary governance, retirement plan design optimization, and financial wellness support for their clients and plan participants. The team provides planning resources like contribution-limit guides and retirement calculators, and operates across a multi-office footprint from Tampa, FL. APIA has been expanding through acquisitions (e.g., Chesme Capital, FSM Wealth) and custodies with Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 26, 2025 and July 16, 2026, reported AUM increased 19.3%, from $3.3B to $3.9B.
Across 5 reported observations, AUM increased 3371.1% between March 1, 2022 and July 16, 2026, from $111.7M to $3.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 38 advisory representatives and 2,385 clients, or 62.8 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 18 reported office locations and 7 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ARTHUR FLOYD HAZEN JR.
Chief Executive Officer, Investment Advisor
- CRD
- #4503065
- Ownership
- Less than 5%
Colleen n/a Keefe
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Justin Cole Aulds
Associate Advisor
- CRD
- #7756134
Beverly Clare Bankus
--
- CRD
- #6588490
Showing 2 of 36 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,878,842,674 | $907,119 |
| Non-Discretionary | $0 | -- |
| Total | $3,878,842,674 | $907,119 |
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Separately Managed Accounts
SMA allocation detail is available
Assuredpartners Investment Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.