CRD: 106649
Frazier Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-1995
- Office Locations
- 1
Office Locations
About Frazier Financial Advisors, LLC
Frazier Financial Advisors, LLC is a Columbus, Ohio RIA serving retail and institutional clients. The team provides comprehensive financial and wealth planning, including estate planning, insurance, and portfolio construction with an emphasis on risk management. Portfolios are primarily implemented with mutual funds and ETFs, with annuity solutions used as needed. Custody is commonly through Schwab or Fidelity.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSHUA JAMES FRAZIER
Chief Executive Officer
- CRD
- #5704259
- Ownership
- 25% but less than 50%
BRIAN TIMOTHY HOUTS
Certified Financial Planner, Chief Planning Officer
- CRD
- #5903521
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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JANE MARIE CALLAHAN
Financial Advisor
- CRD
- #2594288
Logan Douglas Hogrefe
Financial Advisor
- CRD
- #7955284
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,081,970,053 | $275,170 |
| Non-Discretionary | $76,520,682 | $418,146 |
| Total | $1,158,490,735 | $281,529 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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