Hedge Fund Database

ARS WEALTH ADVISORS

ARS WEALTH ADVISORS GROUP, LLC Legal Name

Adviser information for ARS WEALTH ADVISORS last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 24
Investment Advisory/Research 13
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 14
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,614 $1.3B
Non-Discretionary 0 $0
Total 2,614 $1.3B

Clients

Type Number RAUM
Individuals 584 $335.7M
HNW Individuals 378 $906.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $1.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies <5 $1.4M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 18 $28.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesTAX PREPARATION AND CONSULTING SERVICES AND CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation % of AUMHourly chargesFixed fees
Other Business Activities CREDIT & CASH MANAGEMENT AND INSURANCE SOLUTIONS

Identifiers

SEC RIA File Number 801-121501
SEC ERA File Number 801-121501
SEC CIK Numbers 1886707
SEC CRD Numbers 314882
Legal Entity Identifier None

Principal Office

111 SECOND AVENUE NE
SUITE 900
ST. PETERSBURG
FL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 727-322-7681, Fax: 727-209-3476

Websites

focusfinancialpartners.com www.linkedin.com/company/ars-wealth-advisors www.linkedin.com/company/2064318/ www.arswealth.com twitter.com/focusfinancial

Chief Compliance Officer

ANDREW J. SWENSON
111 SECOND AVENUE NE
SUITE 900
ST. PETERSBURG
FL
United States
Tel: 727-322-7681
Fax: 727-209-3476
(Full email address available in API data)

Regulatory Contact

ANTHONY ANDERSON
CO-CEO
111 SECOND AVENUE NE
SUITE 900
ST. PETERSBURG
FL
United States
Tel: 727-322-7681
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MURRAY, MICHAEL, WILLIAM Individual – CO-CEO 05/2021 < 5%
ANDERSON, ANTHONY, ALLEN Individual – CO-CEO 05/2021 < 5%
SWENSON, ANDREW, JAMES Individual – CCO 05/2021 < 5%
FOCUS OPERATING, LLC Domestic Entity – MEMBER (MANAGER) 05/2021 > 75%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
FERDINAND FFP PARENT, INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
CLAYTON, DUBILIER & RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%

No. Employees, Historic

301502021202220232024202513 on 5/14/202113 on 5/17/202112 on 7/21/202112 on 8/12/202112 on 1/31/202212 on 3/22/202218 on 5/27/202218 on 7/22/202224 on 3/29/202324 on 4/13/202324 on 9/27/202324 on 9/27/202324 on 12/22/202324 on 3/27/2024

RAUM, Historic

2B1B0202120222023202420250 on 5/14/20210 on 5/17/2021761233402 on 7/21/2021761233402 on 8/12/2021761233402 on 1/31/2022824391762 on 3/22/20221199889132 on 5/27/20221199889132 on 7/22/20221094316443 on 3/29/20231094316443 on 4/13/20231094316443 on 9/27/20231094316443 on 9/27/20231094316443 on 12/22/20231272474625 on 3/27/2024

No. Clients, Historic

2,0001,0000202120222023202420250 on 5/14/20210 on 5/17/2021597 on 7/21/2021597 on 8/12/2021597 on 1/31/2022596 on 3/22/20221014 on 5/27/20221014 on 7/22/2022931 on 3/29/2023931 on 4/13/2023931 on 9/27/2023931 on 9/27/2023931 on 12/22/2023985 on 3/27/2024

Holdings

From latest 13F, filed July 19th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AFLAC INC COM 235K 3K –
AT&T INC COM 298K 16K –
ABBOTT LABS COM 646K 6K –
ABBVIE INC COM 1M 6K –
ADOBE INC COM 219K 395 –
ALPHABET INC CAP STK CL C 24M 130K –
ALPHABET INC CAP STK CL A 4M 21K –
ALTRIA GROUP INC COM 6M 136K –
AMAZON COM INC COM 30M 154K –
AMERICAN ELEC PWR CO INC COM 560K 6K –
AMERICAN WTR WKS CO INC NEW COM 293K 2K –
AMGEN INC COM 1M 4K –
APPLE INC COM 37M 178K –
APPLIED MATLS INC COM 489K 2K –
AUTOMATIC DATA PROCESSING IN COM 216K 907 –
BANK AMERICA CORP COM 6M 162K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 14K –
BLACKROCK INC COM 2M 3K –
BROADCOM INC COM 29M 18K –
CSX CORP COM 644K 19K –
CVS HEALTH CORP COM 527K 9K –
CATERPILLAR INC COM 2M 5K –
CHEVRON CORP NEW COM 18M 112K –
CHURCHILL DOWNS INC COM 251K 2K –
CISCO SYS INC COM 7M 146K –
COCA COLA CO COM 742K 12K –
CONOCOPHILLIPS COM 229K 2K –
CONSTELLATION ENERGY CORP COM 326K 2K –
COSTCO WHSL CORP NEW COM 2M 3K –
DARDEN RESTAURANTS INC COM 206K 1K –
DAVITA INC COM 568K 4K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 223K 6K –
DISNEY WALT CO COM 713K 7K –
DOUBLELINE OPPORTUNISTIC CR COM 296K 19K –
DUKE ENERGY CORP NEW COM NEW 14M 135K –
EOG RES INC COM 362K 3K –
EATON VANCE ENHANCED EQUITY COM 294K 14K –
EDISON INTL COM 365K 5K –
EMERSON ELEC CO COM 312K 3K –
ENERGY TRANSFER L P COM UT LTD PTN 534K 33K –
EXXON MOBIL CORP COM 23M 200K –
META PLATFORMS INC CL A 2M 5K –
FIDELITY COVINGTON TRUST LOW VOLITY ETF 280K 5K –
FIDELITY NATL INFORMATION SV COM 204K 3K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 1M 13K –
FIRST TR SML CP CORE ALPHA F COM SHS 1M 14K –
FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 692K 9K –
FIRST TR EXCHANGE-TRADED ALP MID CAP VAL FD 673K 13K –
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 267K 15K –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 334K 18K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 61K –
GENERAL DYNAMICS CORP COM 3M 10K –
GE AEROSPACE COM NEW 325K 2K –
GENERAL MLS INC COM 271K 4K –
GOLDMAN SACHS GROUP INC COM 6M 12K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 303K 6K –
HERSHEY CO COM 497K 3K –
HOME DEPOT INC COM 11M 31K –
HONEYWELL INTL INC COM 16M 77K –
HUMANA INC COM 211K 564 –
I-80 GOLD CORP COM 43K 39K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 4M 111K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 980K 26K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 532K 15K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 28K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 850K 23K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 30K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 640K 17K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 5M 141K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 43K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 2M 41K –
INNOVATOR ETFS TRUST US EQT PWR BUF 1M 34K –
INTERNATIONAL BUSINESS MACHS COM 7M 42K –
INVESCO QQQ TR UNIT SER 1 832K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 254K 2K –
ISHARES TR CORE S&P TTL STK 692K 6K –
ISHARES TR SELECT DIVID ETF 239K 2K –
ISHARES TR CORE S&P500 ETF 785K 1K –
ISHARES TR IBOXX INV CP ETF 335K 3K –
ISHARES TR 1 3 YR TREAS BD 595K 7K –
ISHARES TR RUS MID CAP ETF 283K 3K –
ISHARES TR CORE S&P MCP ETF 342K 6K –
ISHARES TR RUS 1000 ETF 217K 728 –
ISHARES TR RUSSELL 2000 ETF 287K 1K –
ISHARES TR RUSSELL 3000 ETF 315K 1K –
ISHARES TR CORE S&P SCP ETF 384K 4K –
ISHARES TR SHRT NAT MUN ETF 1M 11K –
ISHARES TR NATIONAL MUN ETF 944K 9K –
ISHARES TR SHORT TREAS BD 2M 19K –
ISHARES SILVER TR ISHARES 10M 371K –
ISHARES TR CORE HIGH DV ETF 316K 3K –
ISHARES TR MSCI USA MIN VOL 44M 520K –
ISHARES U S ETF TR BLACKROCK SH DUR 219K 4K –
ISHARES TR MSCI USA QLT FCT 29M 167K –
JPMORGAN CHASE & CO. COM 25M 121K –
JOHNSON & JOHNSON COM 17M 114K –
KIMBERLY-CLARK CORP COM 307K 2K –
KIMCO RLTY CORP COM 242K 12K –
KINDER MORGAN INC DEL COM 6M 299K –
ELI LILLY & CO COM 2M 2K –
LOCKHEED MARTIN CORP COM 7M 15K –
LOWES COS INC COM 752K 3K –
MARATHON PETE CORP COM 206K 1K –
MASTERCARD INCORPORATED CL A 13M 30K –
MCDONALDS CORP COM 2M 7K –
MERCK & CO INC COM 20M 158K –
MICROSOFT CORP COM 36M 82K –
MONDELEZ INTL INC CL A 263K 4K –
NETFLIX INC COM 931K 1K –
NEW MTN FIN CORP COM 132K 11K –
NEXTERA ENERGY INC COM 548K 8K –
NIKE INC CL B 359K 5K –
NVIDIA CORPORATION COM 5M 38K –
ODYSSEY MARINE EXPL INC COM NEW 249K 51K –
ORACLE CORP COM 296K 2K –
PNC FINL SVCS GROUP INC COM 626K 4K –
PAYCHEX INC COM 220K 2K –
PEPSICO INC COM 17M 100K –
PFIZER INC COM 643K 23K –
PHILIP MORRIS INTL INC COM 254K 3K –
PROCTER AND GAMBLE CO COM 20M 120K –
QUALCOMM INC COM 458K 2K –
RLI CORP COM 353K 3K –
RTX CORPORATION COM 3M 27K –
SHELL PLC SPON ADS 2M 32K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
SPDR GOLD TR GOLD SHS 15M 70K –
SPDR SER TR PORTFOLI S&P1500 67M 1M –
SSGA ACTIVE ETF TR BLACKSTONE SENR 3M 81K –
SPDR SER TR SSGA US LRG ETF 358K 2K –
SALESFORCE INC COM 735K 3K –
SCHWAB STRATEGIC TR 1000 INDEX ETF 241K 5K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 407K 3K –
SELECT SECTOR SPDR TR SBI CONS STPLS 212K 3K –
SELECT SECTOR SPDR TR ENERGY 298K 3K –
SELECT SECTOR SPDR TR TECHNOLOGY 27M 118K –
SOUTHERN CO COM 7M 95K –
SPROTT PHYSICAL SILVER TR TR UNIT 133K 13K –
STRYKER CORPORATION COM 253K 743 –
ABRDN HEALTHCARE OPPORTUNITI SHS 383K 19K –
TESLA INC COM 522K 3K –
THERMO FISHER SCIENTIFIC INC COM 956K 2K –
TORONTO DOMINION BK ONT COM NEW 729K 13K –
TRUIST FINL CORP COM 237K 6K –
UNION PAC CORP COM 967K 4K –
UNITED PARCEL SERVICE INC CL B 5M 34K –
UNITEDHEALTH GROUP INC COM 14M 27K –
VALERO ENERGY CORP COM 470K 3K –
VANECK ETF TRUST MORTGAGE REIT 202K 18K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 481K 3K –
VANGUARD WORLD FD MEGA GRWTH IND 214K 682 –
VANGUARD SCOTTSDALE FDS VNG RUS3000IDX 451K 2K –
VANGUARD MUN BD FDS TAX EXEMPT BD 1M 20K –
VANGUARD INDEX FDS S&P 500 ETF SHS 6M 11K –
VANGUARD INDEX FDS SM CP VAL ETF 19M 103K –
VANGUARD INDEX FDS MID CAP ETF 281K 1K –
VANGUARD INDEX FDS GROWTH ETF 274K 733 –
VANGUARD INDEX FDS VALUE ETF 343K 2K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
VERIZON COMMUNICATIONS INC COM 16M 377K –
VISA INC COM CL A 560K 2K –
WALMART INC COM 11M 168K –
WASTE MGMT INC DEL COM 336K 2K –
WELLTOWER INC COM 527K 5K –
EATON CORP PLC SHS 431K 1K –