Overview
Assets Under Management: $1.7 billion
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 267
Average Client Assets: $2.1 million
Frequently Asked Questions
FINTRUST CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145460), FINTRUST CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
FINTRUST CAPITAL ADVISORS, LLC is headquartered in GREENVILLE, SC.
FINTRUST CAPITAL ADVISORS, LLC serves 267 high-net-worth clients according to their SEC filing dated April 08, 2024. View client details ↓
According to their SEC Form ADV, FINTRUST CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FINTRUST CAPITAL ADVISORS, LLC manages $1.7 billion in client assets according to their SEC filing dated April 08, 2024.
According to their SEC Form ADV, FINTRUST CAPITAL ADVISORS, LLC serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 31.92%
Average Client Assets: $2.1 million
Total Client Accounts: 1,968
Discretionary Accounts: 1,897
Non-Discretionary Accounts: 71
Regulatory Filings
CRD Number: 145460
Filing ID: 1864174
Last Filing Date: 2024-04-08 14:17:00