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FINANCIAL ADVISORY PARTNERS, LLC

CRD 310914File 801-120062
APPROVED
Retail clients
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$377.8M
Below cohort median (national)
Discretionary AUM
$377.8M
Clients
147
570 accounts
Employees
3
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jan 4, 2021
Principal office
1201 S. ORLANDO AVENUE, SUITE 350, WINTER PARK, FL, 32789
Phone
407-478-6314
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$377.8M
Discretionary AUM
$377.8M
Non-discretionary AUM
$0
Discretionary accounts
570
Non-discretionary accounts
0
Total accounts
570
AUM per client
$2.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$39.5M
Insurance companiesFewer than 5$13.0M
Charitable organizations7$22.5M
High net worth individuals91$201.9M
Pension and profit sharing plansFewer than 5$1.5M
Individuals (other than high net worth individuals)42$99.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.