$68.7M Total AUM
$68.7M Disc. AUM
-- 3Y CAGR
2 Employees
93 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 04-30-2015
- Office Locations
- 1
Office Locations
-- Redondo Beach CA
About FIT Advisors LLC
FIT Advisors is an RIA serving physicians and business owners with a hands-on approach to simplifying complex financial plans. The firm provides integrated financial and investment planning, tax and estate planning coordination, insurance guidance, and portfolio construction, including business succession needs. Portfolios skew heavily to ETFs and are implemented via SMA strategies; custody is supported through Charles Schwab.
Team overview
-- AVG AGE
$68.7M AVG AUM / ADVISOR
$738.7K AVG AUM / CLIENT
11.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Momentum signal Focus Ember
Client Personas
Fusion Legacy Delta element Matrix harbor
CRM
Signal
Custodian
Ember Matrix
Investment Themes
Ridge Harbor North Peak capital
Investment Vehicles
Vector Element wave
Services
Capital Horizon north Peak Atlas Unison fusion Pathway value Summit
Technology
Beacon foundation
Owner & Executives
A
ANJALI JARIWALA JAYAKUMAR
Chief Compliance Officer, PRINCIPAL
- CRD
- #4695334
- Ownership
- 75% or more
(351) 871-3506
bridge.legacy@alphacapital.com
in linkedin.com/in/oak-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,700,000
Equity - Exchange:
27.2% Public Funds:
23.7% Cash:
26.5% Equity - OTC:
17.4% U.S. Government/Agency:
5.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,919,215,818 | 27.2% |
| Public Funds | $1,672,257,900 | 23.7% |
| Cash | $1,869,824,234 | 26.5% |
| Equity - OTC | $1,227,733,648 | 17.4% |
| U.S. Government/Agency | $366,908,906 | 5.2% |
| Total | $7,055,940,506 | 100.0% |