$181.3M Total AUM
$113.9M Disc. AUM
-- 3Y CAGR
1 Employees
132 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
211 East Blvd. Charlotte NC
About Front Porch Financial Advisory
Front Porch Financial Advisory is a Charlotte, NC fiduciary RIA founded by CFP® Geoff Owen (Registered Life Planner®, CDFA®). The firm guides individuals and families across comprehensive financial planning and investment management, and also advises employer-sponsored retirement plans. Emphasizes candid, nonjudgmental conversations and a fully transparent, personalized approach; custody includes Schwab and Vanguard.
Team overview
51 AVG AGE
$181.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GEOFFREY HENRY OWEN
Chief Compliance Officer, Managing Member
- CRD
- #2573385
- Ownership
- 75% or more
Available
Available
Available
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H
Holden Bobb
--
- CRD
- #8285265
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,899,379 | $307,836 |
| Non-Discretionary | $67,384,570 | $3,963,798 |
| Total | $181,283,949 | $468,434 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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