Investment adviser · CRD 145460
FINTRUST CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
GREENVILLE, SC, United States · Form ADV filed Apr 8, 2024
- Regulatory AUM
- $1.74B Form ADV · Item 5.F
- Client accounts
- 1,968 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 26 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 |
|---|---|---|---|
| Retirement plans | 76 | $731,378,011 | 41.9% |
| High-net-worth individuals | 267 | $556,743,516 | 31.9% |
| Individuals | 672 | $191,298,822 | 11.0% |
| Government entities | 7 | $133,759,013 | 7.7% |
| Charities | 12 | $66,508,574 | 3.8% |
| Corporations & businesses | 31 | $46,197,755 | 2.6% |
| Investment companies | 1 | $18,066,692 | 1.0% |
Filing source
Form ADV 1864174 · Apr 8, 2024 · 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: Apr 8, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
124 VERDAE BLVD., SUITE 504GREENVILLE, SC, 29607, United States
CRD 145460
Filing source
Form ADV 1864174 · Apr 8, 2024 · 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.