Financial Architects, LLC
Financial Architects, LLC is an SEC-registered investment adviser based in Woodstock, Georgia. The firm manages investment portfolios primarily for high net worth individuals and other retail clients, with a small employee count and a focused, boutique structure. As of 2025, the firm has approximately $167 million in assets under management and is run by a team of 3 employees. Financial Architects, LLC operates with an emphasis on individualized wealth management and portfolio strategy for U.S. clients.
Investment Strategy
Financial Architects, LLC primarily offers discretionary investment management services tailored to high net worth individuals and other individual clients. The firm focuses on asset allocation, portfolio diversification, and long-term growth strategies, employing both fundamental and technical analysis to construct portfolios that align with clients’ financial goals, risk tolerance, and investment time horizon. The approach is highly customized and client-centric, ensuring that each portfolio is built to address the specific needs and objectives of each investor.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHP | SCHWAB STRATEGIC TR | 20.36% | $35.8M | 1,329,221 | $26.13 | $26.95 | +$2.7M |
V VTI | VANGUARD INDEX FDS | 15.36% | $27.0M | 82,323 | $238.05 | $328.17 | +$1.2M |
B BND | VANGUARD BD INDEX FDS | 9.94% | $17.5M | 235,010 | $73.30 | $74.37 | +$1.4M |
B BNDX | VANGUARD CHARLOTTE FDS | 8.95% | $15.7M | 318,195 | $49.27 | $49.46 | +$1.5M |
G GSSC | GOLDMAN SACHS ETF TR | 7.35% | $12.9M | 172,625 | $63.37 | $74.89 | +$1.2M |