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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.
Reported data analysis
What the numbers show
Between July 29, 2025 and July 8, 2026, reported AUM increased 24.6%, from $929.9M to $1.2B.
Across 5 reported observations, AUM increased 94.8% between November 30, 2022 and July 8, 2026, from $594.6M to $1.2B.
Of the latest reported AUM, 93.4% is discretionary and 6.6% is non-discretionary.
The firm reports 15 advisory representatives and 734 clients, or 48.9 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Frazier Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Frazier Financial Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Frazier Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.