Investment adviser · CRD 310914
FINANCIAL ADVISORY PARTNERS, LLC
Investment adviser filing (IA)
WINTER PARK, FL, United States · Form ADV filed Jul 22, 2026
- Regulatory AUM
- $378M Form ADV · Item 5.F
- Client accounts
- 570 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 91 | $201,871,896 | 53.4% |
| Individuals | 42 | $99,429,440 | 26.3% |
| Corporations & businesses | Fewer than 5 | $39,513,232 | 10.5% |
| Charities | 7 | $22,542,654 | 6.0% |
| Insurance companies | Fewer than 5 | $12,969,596 | 3.4% |
| Retirement plans | Fewer than 5 | $1,485,627 | 0.4% |
Filing source
Form ADV 2116683 · Jul 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1201 S. ORLANDO AVENUE, SUITE 350WINTER PARK, FL, 32789, United States
CRD 310914
Filing source
Form ADV 2116683 · Jul 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.