SRS Capital Advisors, Inc.
SRS Capital Advisors, Inc. is a privately owned independent Registered Investment Adviser headquartered in Denver, Colorado. It specializes in customized investment platforms and sophisticated wealth planning solutions, serving high-net-worth individuals and families with a commitment to integrity, discipline, and research. SRS Capital is a division of Arax Advisory Partners and operates with offices also in Philadelphia and Pittsburgh. The firm delivers highly integrated asset management and financial planning services. The company is registered in Pennsylvania but principal office is in Colorado. Employee count not publicly disclosed.
Investment Strategy
SRS Capital Advisors employs a comprehensive and integrated approach to asset management and wealth planning, offering clients sophisticated investment platforms tailored to their specific needs. The firm emphasizes unbiased, independent advice, seeking to safeguard and grow client wealth through disciplined research and broad financial perspective. Its portfolio is diversified across industries, predominantly using ETFs and mutual funds, with allocations across equities, fixed income, real estate, and inflation-protected assets. The investment philosophy prioritizes client success, risk management, and long-term outcomes.
Top Holdings
Equity Positions (2,964)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD INDEX FDS | 4.19% | $91.2M | 181,207 | $349.24 | $438.40 | +$30.6M |
V VTV | VANGUARD INDEX FDS | 2.88% | $62.6M | 276,615 | $147.29 | $176.74 | +$15.3M |
Q QQQ | INVESCO QQQ TR | 2.26% | $49.1M | 82,249 | $369.45 | $551.64 | +$10.5M |
V VO | VANGUARD INDEX FDS | 2.14% | $46.5M | 165,662 | $246.57 | $279.83 | +$9.2M |
I IGSB | ISHARES TR | 2.03% | $44.1M | 821,602 | $53.55 | $52.76 | +$2.3M |