$94.9M Total AUM
$94.9M Disc. AUM
-- 3Y CAGR
2 Employees
306 ADV. Clients
26 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Meridian bridge
- Established Date
- 11-17-1999
- Office Locations
- 1
Office Locations
1006 N. Woodland Blvd Deland FL
About DRT Financial Advisors
DRT Financial Advisors is a DeLand, FL–based RIA that combines tax and accounting services with CFP®-led financial planning and investment guidance for local families and business owners. The firm focuses on holistic, long-term relationships and can provide tax-efficient portfolio management plus retirement and trust solutions through its CPAlliance affiliation.
Team overview
50 AVG AGE
$47.5M AVG AUM / ADVISOR
$310.2K AVG AUM / CLIENT
9.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Client Personas
Unison pathway
Custodian
Insight ridge North capital Zenith summit
Fund Managers
Legacy
Investment Themes
Vertex vector
Investment Vehicles
Harbor
Services
Delta oak Element meridian Oak eagle Eagle eagle Eagle Glacier fusion Ember Atlas
Technology
Pioneer fusion
Owner & Executives
R
RONALD JOHN CANTLAY
Managing Member, President
- CRD
- #5926385
- Ownership
- 75% or more
(341) 203-8906
atlas.pathway@crestcapital.com
in linkedin.com/in/frontier-catalyst
M
Melissa Trickey
Principal, Vice President
- CRD
- --
- Ownership
- 10% but less than 25%
(347) 739-9529
horizon.wave@vertexcapital.com
in linkedin.com/in/bridge-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
V
Victoria Ann Kizma
--
- CRD
- #7048740
(244) 890-9345
ridge.summit@crestcapital.com
in linkedin.com/in/vector-radial
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,916,458 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,916,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,916,458
Equity - Exchange:
13.3% Public Funds:
44.1% Cash:
42.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $578,673,721 | 13.3% |
| Public Funds | $1,918,760,231 | 44.1% |
| Cash | $1,853,496,278 | 42.6% |
| Total | $4,350,930,230 | 100.0% |