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Advr, Inc

● SEC registered since 2023CRD 318823SEC# 801-128856Charleston, SC
Export (members)
Reg. AUM
$126.8M
Employees
12
Accounts
2,029
Location
Charleston, SC

Advr, Inc assets under management

Advr, Inc is a registered investment adviser overseen by the SEC based in Charleston, SC. The firm has been registered since 2023. It reports $126.8 million in regulatory assets under management and employs 12 people.

Advr, Inc owners & executives

10 reported
NameTitleOwnershipSince
1120 Holdings, LLCShareholderUnder 5%2025
Chris J MettlerShareholder5-10%2022
Hunter Stunzi ControlCeo, Chief Compliance Officer25-50%2022
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Frequently asked questions

How much does Advr, Inc manage?

Advr, Inc reports $126.8 million in regulatory assets under management on its Form ADV.

How many employees does Advr, Inc have?

Advr, Inc reports 12 employees.

Where is Advr, Inc located?

Advr, Inc is based in Charleston, SC and has been SEC-registered since 2023.

Does Advr, Inc disclose fund performance?

Advr, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 King Street, Ste B, Charleston, SC 29403
Phone843-284-6261
Office hours9a.m.-5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$126.8M▲ 147%
Mar '25 — $51.3MApr '25 — $51.3MMay '25 — $51.3MJun '25 — $51.3MJul '25 — $51.3MAug '25 — $51.3MSep '25 — $51.3MOct '25 — $51.3MNov '25 — $51.3MDec '25 — $51.3MJan '26 — $51.3MFeb '26 — $51.3MMar '26 — $126.8MApr '26 — $126.8MMay '26 — $126.8MJun '26 — $126.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$126.8Mregulatory AUM
Discretionary $0Non-discretionary $126.8M