F
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
1 Employees
101 ADV. Clients
31 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Eagle north
- Established Date
- 08-24-1994
- Office Locations
- 1
Office Locations
880 Palisado Avenue Windsor CT
About Financial Advantage Advisors Co.
Financial Advantage Advisors Co. is a Windsor, CT retail advisory firm providing financial planning and portfolio management alongside tax and insurance/annuity guidance, with a focus on entrepreneurs. Portfolios emphasize ETFs and public funds with active asset allocation and risk management. The practice is led by owner Ronald Charles Eleveld and custody is through Fidelity/NFS (OSAIC platform).
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$203.8K AVG AUM / CLIENT
31.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Legacy Vertex Beacon
Client Personas
Oak radial
Investment Themes
Vertex value Radial Quantum eagle Insight
Investment Vehicles
Atlas
Platform
Ridge
Services
Atlas vertex Matrix peak Matrix Atlas Peak Vector legacy
Technology
Momentum vector
Owner & Executives
R
RONALD CHARLES ELEVELD
Branch Manager, Managing Member, President, Registered Representative
- CRD
- #1019537
- Ownership
- 75% or more
(819) 416-3612
unison.delta@crestcapital.com
in linkedin.com/in/beacon-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,584,793 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,584,793 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,584,793
Equity - Exchange:
20.5% Public Funds:
50.0% Cash:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $74,791,927 | 20.5% |
| Public Funds | $182,419,333 | 50.0% |
| Cash | $107,627,406 | 29.5% |
| Total | $364,838,666 | 100.0% |