Frazier Financial Advisors, LLC
Frazier Financial Advisors, LLC is an independent investment advisory firm headquartered in Columbus, Ohio, United States. Founded by James Arthur Frazier, the firm specializes in serving individuals and high-net-worth individuals with discretionary investment management and financial planning services. As of 2025, the firm manages approximately 19 employees, primarily investment professionals and brokers, and oversees nearly $930 million in client assets. Frazier Financial Advisors delivers personalized wealth management, focusing on long-term client relationships.
Investment Strategy
Frazier Financial Advisors, LLC offers discretionary investment management for a diverse client base, predominantly individuals and high-net-worth individuals, with limited exposure to institutions and other entities. The firm's approach centers on portfolio construction using equities and fixed income securities, with a focus on long-term capital appreciation, risk management, and alignment to client goals. The firm discloses significant holdings in large-cap companies such as Apple (AAPL), Microsoft (MSFT), and Procter & Gamble (PG), indicating a preference for established blue-chip stocks. Frazier Financial Advisors employs a client-focused strategy, managing each portfolio individually and providing ongoing advice to ensure investments match the evolving needs and objectives of their clients.
Latest 13F Filing Activity
Frazier Financial Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 600 equity positions with a total 13F market value of $142M. The fund increased holdings in Vanguard Specialized Funds, Capital Group GBL Growth EQT, Vanguard Index FDS among other positions. Frazier Financial Advisors, LLC reduced exposure to Abbvie Inc., Apple Inc., Accenture PLC Ireland among others.
Top Holdings
Equity Positions (600)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 28.62% | $40.6M | 198,187 | $173.46 | $204.67 | +$3.1M |
S SPY | SPDR S&P 500 ETF TR | 7.49% | $10.6M | 17,178 | $477.69 | $617.85 | +$1.1M |
V VTI | VANGUARD INDEX FDS | 7.21% | $10.2M | 33,609 | $239.96 | $303.93 | +$1.2M |
D DDWM | WISDOMTREE TR | 3.98% | $5.6M | 142,055 | $32.46 | $39.66 | +$467.1K |
D DON | WISDOMTREE TR | 3.20% | $4.5M | 90,445 | $45.83 | $50.12 | -$42.4K |
Industry Allocation
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