FRG Family Wealth Advisors LLC
FRG Family Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Bellevue, Washington. Founded in 2009 by Benjamin Dale Johnson and Jimmy Shanggee, the firm focuses on providing personalized wealth management and advisory services to high-net-worth individuals and families. They aim to help clients achieve multi-generational wealth preservation and growth while tailoring investment strategies to individual family needs.
Investment Strategy
FRG Family Wealth Advisors LLC constructs custom investment portfolios emphasizing diversification across asset classes, with a particular focus on long-term growth, risk management, and tax efficiency. They manage allocations across equities (including large well-known technology companies and diversified ETFs), fixed income, and other investment vehicles, adjusting allocations in response to evolving client goals and market conditions. Their strategy places significant emphasis on blue-chip stocks, dividend growth, and index-based solutions tailored to high-net-worth clients.
Top Holdings
Equity Positions (153)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.40% | $71.3M | 143,395 | $86.16 | $497.41 | +$17.0M |
V VTI | VANGUARD INDEX FDS | 7.55% | $43.4M | 142,950 | $173.30 | $303.93 | +$4.1M |
A AMZN | AMAZON COM INC | 6.58% | $37.8M | 172,454 | $62.44 | $219.39 | +$4.6M |
A AVGO | BROADCOM INC | 4.61% | $26.5M | 96,178 | $152.31 | $275.65 | +$10.6M |
S SCHG | SCHWAB STRATEGIC TR | 3.65% | $21.0M | 718,962 | $13.07 | $29.21 | +$3.4M |