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FRAZIER FINANCIAL ADVISORS, LLC
CRD 106649File 801-50432
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.08B
Non-discretionary $76.5M
Clients
732
4,115 accounts
Employees
20
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 23, 1995
- Principal office
- 1690 WEST LANE AVENUE, SUITE 280, COLUMBUS, OH, 43221
- Phone
- 614-793-8297
- Website
- HTTP://FRAZIERFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $76.5M
- Discretionary accounts
- 3,932
- Non-discretionary accounts
- 183
- Total accounts
- 4,115
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $84K |
| High net worth individuals | 300 | $922.3M |
| Banking or thrift institutions | Fewer than 5 | $104K |
| Pension and profit sharing plans | 6 | $22.1M |
| Individuals (other than high net worth individuals) | 424 | $171.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 733 | 732 | decreased by1 |
| Apr 1, 2026 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2026 | Clients | 676 | 733 | increased by57 |
| Apr 1, 2026 | AUM | $929,855,340 | $1,158,490,735 | increased by$228,635,395 |
| Apr 1, 2026 | Accounts | 3,751 | 4,115 | increased by364 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 19 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 468 | 676 | increased by208 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $594,632,048 | $929,855,340 | increased by$335,223,292 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,453 | 3,751 | increased by1,298 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 413 | 468 | increased by55 |
| Apr 1, 2022 | AUM | $477,179,072 | $594,632,048 | increased by$117,452,976 |
| Apr 1, 2022 | Accounts | 2,040 | 2,453 | increased by413 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FRAZIER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FRAZIER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.