CRD: 116027
Financial Architects, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Delta glacierRadial
- Established Date
- 01-28-2002
- Office Locations
- 1
Office Locations
About Financial Architects, LLC
Financial Architects, LLC is a Woodstock, GA registered investment adviser serving retail clients through long-term, relationship-based financial planning and portfolio management. The firm supports investment, estate, tax, insurance, and business succession planning needs. Portfolios are implemented primarily with ETFs, with custody reported at Charles Schwab.
Team overview
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Custodian
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Investment Themes
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Owner & Executives
DAVID EARL HULTSTROM
Financial Advisor, General Partner, PORTFOLIO MANAGER, President
- CRD
- #1968772
- Ownership
- 75% or more
ANITHA G RAO
Certified Financial Planner, VICE PRESIDENT, WEALTH MANAGER
- CRD
- #5774635
- Ownership
- 10% but less than 25%
Meridian meridian
Crest matrix oak
- CRD
- #53310
- Ownership
- 28.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,150,091 | $577,247 |
| Non-Discretionary | $0 | -- |
| Total | $199,150,091 | $577,247 |
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Separately Managed Accounts
Total SMA Asset: $199,150,091
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $266,504,588 | 28.4% |
| Public Funds | $543,331,538 | 57.9% |
| Cash | $128,560,312 | 13.7% |
| Total | $938,396,438 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM VERTEX EMBER | INSIGHT ZENITH | 68IZ1D2RB | WXSOZ | 3.09% | $76,260,285 |
| VITAL FRONTIER DELTA | TIMBER MATRIX | 2C9JZKNRT | GWG | 11.74% | $42,519,103 |
| NORTH QUANTUM WAVE | ZENITH INSIGHT | 68ZKDL2HF | MGC | 6.04% | $9,009,561 |
| OAK GLACIER | VECTOR WAVE | 235MSA5I3 | COCC | 2.35% | $108,322,649 |
| UNISON FRONTIER BEACON | MOMENTUM OAK | AR3OM7DR2 | LTO | 8.64% | $39,112,536 |
| VALUE VECTOR UNISON | VALUE PATHWAY | 3AIYCVZWW | DQIKV | 8.35% | $99,888,900 |
| INSIGHT INSIGHT FOUNDATION | RADIAL CREST | KGZOJ11MY | LEUI | 4.63% | $25,601,244 |
| DELTA FOCUS | EAGLE CATALYST | 5U7HETKM8 | JOXR | 1.91% | $19,280,822 |