Advus Financial Partners, Llc
SEC-registered
Institutional / Pension Advisor · Mid-sized ($1B–$10B)
CRD 311990
· SEC file 801-120458
· Winter Park, FL
· pca.st
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ADV data as of Jul 28, 2026
- Regulatory AUM
- $4.0B
- Discretionary
- $3.8B
- Clients
- 528
- Avg AUM / client
- $7.5M
- Accounts
- 1,329
- Employees
- 16
AUM over time
$0
$4.4B
Dec 2020
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 299 | $117M | 2.94% |
| High net worth individuals | 140 | $850M | 21.4% |
| Pension and profit sharing plans | 82 | $2.9B | 72.3% |
| Charitable organizations | 7 | $132M | 3.33% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.06% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sally Ann Hanley Whitworth | Chief Compliance Officer | CFP | Nov 2020 (6y) | Less than 5% |
| Mark Lamoriello | President | Apr 2021 (5y) | Less than 5% | |
| Lydecker, Charles, Harvey | Chief Executive Officer | Sep 2024 (2y) | Less than 5% | |
| Andrew Stephen Zito | Registered representative | Dec 2021 (5y) | ||
| James Daniel Gay | Registered representative | Jan 2025 (2y) | ||
| Jeffrey Stewart Roberts | Registered representative | Jan 2025 (2y) | ||
| Joshua J. Rose | Registered representative | Jan 2026 (1y) | ||
| Mitchell Austin Lamoriello | Registered representative | CFP | Jan 2026 (1y) | |
| Omar Jesus Guevara | Registered representative | Feb 2026 (0y) | ||
| Christina Ann Shaffer | Registered representative | CFA | Mar 2026 (0y) | |
| Todd Justin Lerner | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Foundation Risk Partners, Corp. | Shareholder | Sep 2024 | A | 75% or more |
| Frp Parent, Corp. | Shareholder | Jan 2017 | B | ≈ 56.25% – 100% via Foundation Risk Partners, Corp. |
| Frp Holdings, Corp. | Shareholder | Jan 2017 | B | ≈ 42.19% – 100% via Frp Parent, Corp. |
| Frp Parent Ii, Corp. | Shareholder | Sep 2022 | B | ≈ 31.64% – 100% via Frp Holdings, Corp. |
| Frp Investors Ii, L.P. | Shareholder | Sep 2022 | B | ≈ 23.73% – 100% via Frp Parent Ii, Corp. |
| Frp Investors Ii Gp, Llc | General Partner | Sep 2022 | B | ≈ 17.8% – 100% via Frp Investors Ii, L.P. |
| Partners Group Access Pf 368 L.P. | Limited Partner | Sep 2022 | B | ≈ 1.48% – 25% via Partners Group Client Access 43, Lp |
| Partners Group Client Access 43, Lp | Limited Partner | Sep 2022 | B | ≈ 5.93% – 50% via Frp Investors Ii, L.P. |
| Partners Group Client Access Management I Limited | General Partner | Sep 2022 | B | GP / trustee / elected manager of Partners Group Client Access 43, Lp (indirect) |
| Partners Group Management (Scots) Llp | General Partner | Sep 2022 | B | GP / trustee / elected manager of Partners Group Access Pf 368 L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Frp Parent, Corp.: 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Frp Holdings, Corp.: 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Frp Parent Ii, Corp.: 75% – 100% of Frp Holdings, Corp. × 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Frp Investors Ii, L.P.: 75% – 100% of Frp Parent Ii, Corp. × 75% – 100% of Frp Holdings, Corp. × 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Frp Investors Ii Gp, Llc: 75% – 100% of Frp Investors Ii, L.P. × 75% – 100% of Frp Parent Ii, Corp. × 75% – 100% of Frp Holdings, Corp. × 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Partners Group Access Pf 368 L.P.: 25% – 50% of Partners Group Client Access 43, Lp × 25% – 50% of Frp Investors Ii, L.P. × 75% – 100% of Frp Parent Ii, Corp. × 75% – 100% of Frp Holdings, Corp. × 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 1.48% – 25% of the firm
- Partners Group Client Access 43, Lp: 25% – 50% of Frp Investors Ii, L.P. × 75% – 100% of Frp Parent Ii, Corp. × 75% – 100% of Frp Holdings, Corp. × 75% – 100% of Frp Parent, Corp. × 75% – 100% of Foundation Risk Partners, Corp. × 75% – 100% direct ≈ 5.93% – 50% of the firm
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.
Retirement plans served (24)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Orthopaedic Clinic Of Daytona Beach, P.A. 401(k) Profit Sharing Plan | Orthopaedic Clinic Of Daytona Beach , P.A. | 144 | $23.2M | 01/01/2024 |
| Lsq Group Holdings Llc 401(k) Plan | Lsq Group Holdings, Llc | 73 | $14.4M | 01/01/2024 |
| Bb&E 401(k) Plan | Bb&E, Inc. | 442 | $18.2M | 01/01/2024 |
| Launch Credit Union Retirement Plan | Launch Credit Union | 311 | $20.9M | 01/01/2024 |
| Ortho 401(k) Solutions | Ortho Benefits Corp | 202 | $29.5M | 01/01/2024 |
| Rotary Corporation 401(k) Profit Sharing Plan | Rotary Corporation | 504 | $28.1M | 01/01/2024 |
| Orchid Island Juice Company 401(k) Profit Sharing Plan And Trust | Orchid Island Juice Company | 223 | $5.8M | 01/01/2024 |
| Cnl Financial Group Subsidiaries And Affiliates Employee Retirement Plan | Cnl Financial Group Investment Management, Llc | 118 | $57.1M | 01/01/2024 |
| Ect 401(k) Tax Deferred Savings Plan | Environmental Consulting & Technology, Inc. | 222 | $31.4M | 01/01/2024 |
| Disaster Resource Group Llc 401(k) Plan | Disaster Resource Group Llc | 1,325 | $6.9M | 01/01/2024 |
| Full Sail 401(k) Savings Plan | Full Sail, Llc | 2,430 | $149M | 01/01/2024 |
| Physicians 401(k) Solutions | Ortho Benefits Corp | 300 | $13.2M | 01/01/2024 |
| Boniface Hiers 401(k) Plan | Boniface & Company, Inc. | 303 | $12.0M | 01/01/2024 |
| Harbor Retirement Associates, Llc 401(k) Plan | Harbor Retirement Associates, Llc | 757 | $7.5M | 01/01/2024 |
| Jackson Hewitt Employee Savings Plan | Jackson Hewitt Tax Service Inc. | 1,066 | $65.8M | 01/01/2024 |
| Moda Operandi, Inc. 401(k) Plan | Moda Operandi Inc. | 165 | $13.0M | 01/01/2024 |
| Post & Schell, P.C. Profit Sharing Plan | Post & Schell, P.C. | 276 | $161M | 01/01/2024 |
| Leadingresponse 401(k) Plan | Rme Group Holding Company | 135 | $8.6M | 01/01/2024 |
| Eye Specialists Of Mid Florida, P.A. 401(k) Plan | Eye Specialists Of Mid Florida, P.A. | 165 | $17.9M | 01/01/2024 |
| Gibbs & Soell, Inc. Employees' Profit Sharing Plan And Trust | G & S Communications Inc. | 165 | $31.6M | 01/01/2024 |
| Vermeer Southeast Sales & Services, Inc. Employee's Profit Sharing Plan | Vermeer Southeast Sales & Service, Inc. | 271 | $27.6M | 01/01/2024 |
| Riseboro 403(b) Plan | Riseboro Community Partnership, Inc. | 704 | $9.9M | 01/01/2024 |
| Earl Enterprises Retirement Savings Plan | Earl Enterprises Corporate, Llc | 6,561 | $33.1M | 01/01/2024 |
| Jerry Leigh Of California, Inc. 401(k) Profit Sharing Plan | Jerry Leigh Of California, Inc. | 274 | $16.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.05 MB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Management Trust Company $1.2B (31% of AUM) Jun 2026
- Fidelity Brokerage Services $1.1B (27% of AUM) Jun 2026
- Empower Trust Co $985M (25% of AUM) Jun 2026
- Vanguard $397M (14% of AUM) Jan 2025
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: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗