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ADVUS FINANCIAL PARTNERS, LLC
CRD 311990File 801-120458
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.97B
Top 25% of cohort (national)
Discretionary AUM
$3.83B
Non-discretionary $139.8M
Clients
528
1,329 accounts
Employees
16
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 5, 2021
- Principal office
- 631 W. MORSE BLVD., SUITE 115, WINTER PARK, FL, 32789
- Phone
- 407-585-1160
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.97B
- Discretionary AUM
- $3.83B
- Non-discretionary AUM
- $139.8M
- Discretionary accounts
- 1,259
- Non-discretionary accounts
- 70
- Total accounts
- 1,329
- AUM per client
- $7.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Charitable organizations | 7 | $132.2M |
| High net worth individuals | 140 | $849.9M |
| Pension and profit sharing plans | 82 | $2.87B |
| Individuals (other than high net worth individuals) | 299 | $116.8M |
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 other
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.