Financial Advisory Partners, LLC
Financial Advisory Partners, LLC is a registered investment adviser based in Winter Park, Florida, serving clients with portfolio management and financial advisory services. The firm was incorporated in Florida and is registered with the SEC (CIK: 0001994252). It manages over $318 million in assets and appears to operate with a small team of dedicated investment professionals. Financial Advisory Partners provides services primarily to individual and institutional investors. Founded in 2008, the firm has grown to oversee sizable diversified assets, emphasizing long-term portfolio growth and risk management.
Investment Strategy
Financial Advisory Partners manages diversified portfolios with a focus on public equities and ETFs, favoring large-cap funds, investment-grade corporate and government fixed income, and growth/value strategies. Their holdings include prominent ETFs like VCIT, VUG, and VTV, indicating an approach balanced between income generation and capital appreciation. The firm regularly rebalances positions and incorporates both active and passive vehicles, reflecting risk-controlled long-term growth for clients.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 14.41% | $49.3M | 586,438 | $84.24 | $84.11 | +$3.2M |
V VUG | VANGUARD INDEX FDS | 9.78% | $33.5M | 69,786 | $319.69 | $479.61 | +$3.9M |
V VTV | VANGUARD INDEX FDS | 4.26% | $14.6M | 78,279 | $150.42 | $186.49 | +$1.3M |
S SGOV | ISHARES TR | 3.70% | $12.7M | 125,874 | $100.61 | $100.70 | +$2.2M |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.56% | $12.2M | 202,763 | $60.51 | $60.03 | +$385.0K |