F
CRD: 300109
FRY Investment Advisors, Inc.
Centerville, OH, 45459
9374280787
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
2 Employees
65 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Folio Investments
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-13-2019
- Office Locations
- 1
Office Locations
323 Regency Ridge Dr. Centerville OH
About FRY Investment Advisors, Inc.
FRY Investment Advisors, Inc. is a Centerville-based RIA. The firm has been operating for 7 years. Managing $27.0M in total assets under management, with 2 advisory representatives. They custody assets with Folio Investments. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.5M AVG AUM / ADVISOR
$416.1K AVG AUM / CLIENT
6.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Asset Classes
Matrix meridian
Investment Themes
Capital
Investment Vehicles
Glacier matrix Delta harbor
Services
Summit horizon Pioneer glacier Vertex vertex Pathway Meridian beacon
Owner & Executives
N
Nicholas Martin Fry
President
- CRD
- #7057244
- Ownership
- 75% or more
(863) 504-1424
harbor.fusion@fusioncapital.com
in linkedin.com/in/bridge-prime
M
Maria Yakovleva Fry
Chief Compliance Officer, Insurance Agent
- CRD
- #7326845
- Ownership
- Less than 5%
(357) 750-6542
alpha.radial@fusioncapital.com
in linkedin.com/in/quantum-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,045,246 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,045,246 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,045,246
Equity - Exchange:
37.6% Public Funds:
20.1% Cash:
20.0% Equity - OTC:
22.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,474,983,771 | 37.6% |
| Public Funds | $788,488,665 | 20.1% |
| Cash | $784,565,835 | 20.0% |
| Equity - OTC | $874,790,906 | 22.3% |
| Total | $3,922,829,177 | 100.0% |