Advus Financial Partners, LLC
● SEC registered since 2021CRD 311990SEC# 801-120458Winter Park, FL
Reg. AUM
$3.97B
Employees
16
Accounts
1,329
Location
Winter Park, FL
Advus Financial Partners, LLC assets under management
Advus Financial Partners, LLC operates as an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2021. It reports $4 billion in regulatory assets under management and employs 16 people.
Advus Financial Partners, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher James Bell Control | Secretary | Under 5% | 2025 |
| Foundation Risk Partners, Corp. Control | Shareholder | Over 75% | 2024 |
| Jared Bennett Calvert | Chief Compliance Officer | Under 5% | 2026 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Advus Financial Partners, LLC manage?
Advus Financial Partners, LLC reports $4 billion in regulatory assets under management on its Form ADV.
How many employees does Advus Financial Partners, LLC have?
Advus Financial Partners, LLC reports 16 employees.
Where is Advus Financial Partners, LLC located?
Advus Financial Partners, LLC is based in Winter Park, FL and has been SEC-registered since 2021.
Does Advus Financial Partners, LLC disclose fund performance?
Advus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 631 W. Morse Blvd., Suite 115, Winter Park, FL 32789 |
| Phone | 407-585-1160 |
| Office hours | 8:30-4:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.97B▲ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$3.97Bregulatory AUM
Discretionary $3.83BNon-discretionary $139.8M