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Assuredpartners Investment Advisors

Assuredpartners Investment Advisors. CRD 309550

Assuredpartners Investment Advisors logo

CRD: 309550

Assuredpartners Investment Advisors

Tampa, FL, 33607
4077080050
www.apadvisors.com
$3.9B Total AUM
$3.9B Disc. AUM
-- 3Y CAGR
58 Employees
2,385 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
05-01-2019
Office Locations
19

Office Locations

1325 4TH Avenue Suite 2100 Seattle WA
240 South Bridge Street Suite 110 Dewitt MI
2424 Harrodsburg Road Suite 207 Lexington KY

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.

Team overview

46 AVG AGE
$102.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.3 yrs AVG TENURE
58 Employees
38 Advisory Reps
38 RIA Reps
7yrs Firm Age

Insights

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Accredited Investors

Legacy fusion

Asset Classes

North frontier Signal Peak

Client Personas

Meridian value

Custodian

Timber Capital catalyst Radial focus Atlas Vertex Zenith beacon Meridian ember

Investment Themes

Harbor harbor Insight Frontier

Investment Vehicles

Atlas

Platform

Horizon signal Frontier fusion

Services

Delta eagle Beacon peak Pathway Radial fusion Zenith Fusion Prime North eagle Wave crest

Owner & Executives

A

ARTHUR FLOYD HAZEN JR.

Chief Executive Officer, Investment Advisor

CRD
#4503065
Ownership
Less than 5%
(771) 865-8122
focus.horizon@zenithcapital.com
in linkedin.com/in/horizon-capital
C

Colleen n/a Keefe

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(966) 483-6511
ridge.horizon@unisoncapital.com
in linkedin.com/in/wave-summit
Q

Quantum delta

Element signal peak

CRD
#94057
Ownership
35.5%
(526) 215-1482
catalyst.alpha@horizoncapital.com
in linkedin.com/in/quantum-eagle

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Contacts

Justin Cole Aulds

Justin Cole Aulds

Associate Advisor

CRD
#7756134
(301) 857-7030
wave.ridge@beaconcapital.com
in linkedin.com/in/harbor-peak
B

Beverly Clare Bankus

--

CRD
#6588490
(294) 871-8268
peak.prime@meridiancapital.com
in linkedin.com/in/eagle-glacier
M

Momentum ember

Pioneer capital

CRD
#72703
(625) 834-4183
zenith.atlas@foundationcapital.com
in linkedin.com/in/meridian-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-01-2022
10-27-2023
11-26-2024
11-26-2025
04-29-2026
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

Total SMA Asset: $3,878,842,674

$3.9B Total SMA
Public Funds:
13.7%
Equity - Exchange:
24.4%
Cash:
19.7%
Corporate - Investment Grade:
20.7%
U.S. Government/Agency:
21.5%
Asset class Assets Assets %
Public Funds $1,212,805,616 13.7%
Equity - Exchange $2,160,033,359 24.4%
Cash $1,743,961,360 19.7%
Corporate - Investment Grade $1,832,487,317 20.7%
U.S. Government/Agency $1,903,308,082 21.5%
Total $8,852,595,734 100.0%

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