C
CRD: 318753
Collins Advisors
Charleston, SC
9179750126
$14.4M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2022
- Office Locations
- 1
Office Locations
-- Charleston SC
About Collins Advisors
Collins Advisors is a Charleston-based RIA. The firm has been operating for 4 years. Managing $14.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$685.4K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Delta Matrix momentum
Client Personas
Foundation
Investment Themes
Wave
Investment Vehicles
Beacon summit
Services
Radial Wave peak Legacy Fusion Capital pioneer
Owner & Executives
B
BRIAN PATRICK COLLINS
Chief Compliance Officer, President
- CRD
- #2474032
- Ownership
- 75% or more
(722) 322-4262
fusion.momentum@fusioncapital.com
in linkedin.com/in/foundation-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,664,093 | -- |
| Non-Discretionary | $1,729,822 | -- |
| Total | $14,393,915 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,393,915
Public Funds:
20.7% Equity - Exchange:
18.5% Cash:
23.0% U.S. Government/Agency:
37.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,681,197,256 | 20.7% |
| Equity - Exchange | $1,502,519,287 | 18.5% |
| Cash | $1,867,996,951 | 23.0% |
| U.S. Government/Agency | $3,070,012,380 | 37.8% |
| Total | $8,121,725,874 | 100.0% |