This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-2010
- Office Locations
- 1
Office Locations
About Aust Financial Advisory, LLC
Aust Financial Advisory is an Atlanta-based, fee-only planning and investment management firm serving retail clients. Led by a Certified Financial Planner®, AFA provides holistic planning across cash flow, insurance/annuity needs, education funding, employee benefits, and retirement and estate planning. Portfolios follow a disciplined passive approach emphasizing low costs, tax efficiency, diversification, and low turnover, often using ETFs and mutual funds.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARTHUR OTIS AUST
Investment Advisor, PRINCIPAL
- CRD
- #5804800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,030,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,030,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing