ADVISOR.COM
ADVR, LLC Legal Name
Adviser information for ADVISOR.COM last updated from Form ADV on March 7th, 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 | 8 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 453 | $58.2M |
| Total | 453 | $58.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 258 | $58.2M |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)INVESTMENT ADVISER REFERRAL SERVICE |
|---|---|
| Compensation | % of AUMFixed feesREFERRAL FEES FROM 3RD-PARTY RIAS |
Identifiers
| SEC RIA File Number | 801-128856 |
|---|---|
| SEC ERA File Number | 801-128856 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318823 |
| Legal Entity Identifier | None |
Principal Office
525 KING STREETSTE B
CHARLESTON
SC
United States
Monday - Friday, 9AM-5PM
Tel: 888-868-1944, Fax: None
Chief Compliance Officer
HUNTER STUNZI
PRESIDENT
525 KING STREET
STE B
CHARLESTON
SC
United States
Tel:
843-814-5380
H*****@**********M
(Full email address available in API data)
Regulatory Contact
KELLEN THAYER
PRINCIPAL
525 KING STREET
STE B
CHARLESTON
SC
United States
Tel:
843-830-3301
K************@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STUNZI, HUNTER | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 05/2022 | 50-75% |
| SWANSON, STEVEN, DEAN | Individual | – | MEMBER | 05/2022 | 5-10% |
| EUDY, JANE, ROUNTREE | Individual | – | MEMBER | 05/2022 | 5-10% |
| Mettler, Chris, J | Individual | – | MEMBER | 05/2022 | 10-25% |