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- Custodian
- Capital Group · State Street · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2010
- Office Locations
- 1
Office Locations
About Fund Direct Advisors Inc.
Fund Direct Advisors provides corporate retirement plan consulting and wealth management focused on helping organizations and individuals prepare for retirement. The team partners with employers on plan investment selection, participant education, and ongoing plan oversight, and offers fiduciary guidance from CERTIFIED FINANCIAL PLANNERS 99. Founded in 1999 and based in Greensboro, NC, the firm brings deep 401(k) experience to custom-designed retirement programs.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES CHRISTOPHER STANLEY
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, Principal
- CRD
- #4433794
- Ownership
- 25% but less than 50%
WILLIAM ELBERT STANLEY III
President
- CRD
- #4363275
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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KENNETH RICHARD GARBER
Financial Advisor, General Partner
- CRD
- #3147523
DREW Anthony SAIA
Principal
- CRD
- #6708091
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | $520,833 |
| Non-Discretionary | $543,000,000 | $9,050,000 |
| Total | $593,000,000 | $3,801,282 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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