Frazier Financial Consultants, LLC
● SEC registered since 2016CRD 112897SEC# 801-108521Chapel Hill, NC
Reg. AUM
$196M
Employees
3
Accounts
323
Location
Chapel Hill, NC
Frazier Financial Consultants, LLC assets under management
Frazier Financial Consultants, LLC is an investment advisory firm registered with the SEC based in Chapel Hill, NC. The firm has been registered since 2016. It reports $196 million in regulatory assets under management and employs 3 people.
Frazier Financial Consultants, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Jane Frazier Control | Chief Compliance Officer | Under 5% | 1986 |
| Richard Patrick Frazier Control | Managing Member / Owner | Over 75% | 2024 |
Frequently asked questions
How much does Frazier Financial Consultants, LLC manage?
Frazier Financial Consultants, LLC reports $196 million in regulatory assets under management on its Form ADV.
How many employees does Frazier Financial Consultants, LLC have?
Frazier Financial Consultants, LLC reports 3 employees.
Where is Frazier Financial Consultants, LLC located?
Frazier Financial Consultants, LLC is based in Chapel Hill, NC and has been SEC-registered since 2016.
Does Frazier Financial Consultants, LLC disclose fund performance?
Frazier Financial Consultants, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 109 Conner Drive, Suite 205, Chapel Hill, NC 27514 |
| Phone | 919-929-6940 |
| Office hours | By Appointments |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$196Mregulatory AUM
Discretionary $196M