Etesian Wealth Advisors, Inc.
- Regulatory AUM
- $503M
- Discretionary
- $503M
- Clients
- 429
- Avg AUM / client
- $1.2M
- Accounts
- 936
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 396 | $299M | 59.5% |
| High net worth individuals | 19 | $159M | 31.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.0M | 1.58% |
| Charitable organizations | Fewer than 5 clients | $32.9M | 6.54% |
| Corporations and other businesses | 14 | $4.2M | 0.84% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stanley Clayton Lochrie | Owner, President, Chief Compliance Officer | Dec 2009 (17y) | 25% – 50% | |
| Lochrie, Barbara | Owner | Jul 2012 (14y) | 25% – 50% | |
| Benjamin W Wright | Shareholder | Oct 2016 (10y) | 10% – 25% | |
| Jesse Jonathan Steele | Shareholder | Dec 2017 (9y) | 10% – 25% | |
| Michael Allen Rue | Registered representative | Jul 2024 (2y) | ||
| George Lester Taylor | Registered representative | Jan 2025 (2y) | ||
| Marie Magdalena Taylor | Registered representative | Jan 2025 (2y) | ||
| Jacob Charles Scarminach | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 931 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $503M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗