CRD: 112897
Frazier Financial Consultants, LLC
$196.0M Total AUM
$196.0M Disc. AUM
11.3% 3Y CAGR
3 Employees
208 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- BeaconPathway +more
- Established Date
- 07-24-2007
- Office Locations
- 2
Office Locations
109 Conner Drive Suite 205 Chapel Hill NC
-- Katonah NY
About Frazier Financial Consultants, LLC
Frazier Financial Consultants is a fee-only, family-run RIA providing tailored financial planning and discretionary portfolio management. The firm works with retail and institutional clients, building diversified portfolios using mutual funds and ETFs. Based in Chapel Hill, NC with a NY office, it custody-clears at Charles Schwab.
Team overview
-- AVG AGE
$65.3M AVG AUM / ADVISOR
$942.5K AVG AUM / CLIENT
9.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Beacon summit Prime
Investment Themes
Frontier delta Momentum Element
Investment Vehicles
Unison
Services
Prime prime Ember Matrix Peak crest Unison ember Foundation wave Alpha
Technology
Foundation Signal frontier Frontier
Owner & Executives
RICHARD PATRICK FRAZIER
Financial Consultant, Managing Member, Owner
- CRD
- #5392241
- Ownership
- 75% or more
(955) 335-5158
zenith.summit@capitalcapital.com
in linkedin.com/in/beacon-pathway
D
DEBORAH JANE FRAZIER
Advisor, Chief Compliance Officer
- CRD
- #4411668
- Ownership
- Less than 5%
(430) 634-5116
vertex.radial@wavecapital.com
in linkedin.com/in/horizon-peak
Showing 2 of 2 owners & executives
Unlock allContacts
Elizabeth Frazier Peck
--
- CRD
- #7332872
(251) 640-5707
pathway.foundation@signalcapital.com
in linkedin.com/in/optima-atlas
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $196,037,319 | $606,927 |
| Non-Discretionary | $0 | -- |
| Total | $196,037,319 | $606,927 |
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Separately Managed Accounts
Total SMA Asset: $196,037,319
Public Funds:
23.2% Equity - Exchange:
19.9% Other:
22.3% Cash:
7.8% Municipal Bonds:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $280,517,399 | 23.2% |
| Equity - Exchange | $240,616,217 | 19.9% |
| Other | $269,635,258 | 22.3% |
| Cash | $94,311,884 | 7.8% |
| Municipal Bonds | $324,045,960 | 26.8% |
| Total | $1,209,126,718 | 100.0% |