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ADVUS FINANCIAL PARTNERS, LLC
CRD 311990File 801-120458
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 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
- Website
- http://www.advuspartners.com
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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 686 | 528 | decreased by158 |
| Apr 1, 2026 | AUM | $3,066,675,906 | $3,970,976,661 | increased by$904,300,755 |
| Apr 1, 2026 | Accounts | 1,276 | 1,329 | increased by53 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 533 | 686 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,357,295,190 | $3,066,675,906 | increased by$709,380,716 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 994 | 1,276 | increased by282 |
| Sep 1, 2022 | Employees | 13 | 15 | increased by2 |
| Sep 1, 2022 | Clients | 279 | 533 | increased by254 |
| Sep 1, 2022 | AUM | $4,355,688,612 | $2,357,295,190 | decreased by$1,998,393,422 |
| Sep 1, 2022 | Accounts | 743 | 994 | increased by251 |
| Apr 1, 2022 | Clients | 255 | 279 | increased by24 |
| Apr 1, 2022 | AUM | $4,211,894,193 | $4,355,688,612 | increased by$143,794,419 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVUS FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVUS 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.