Tounjian Advisory Partners Llc
- Regulatory AUM
- $675M
- Discretionary
- $675M
- Clients
- 583
- Avg AUM / client
- $1.2M
- Accounts
- 1,804
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 150 positions, $276,894,019)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | COM | $14,429,008 | 82,736 | 5.21% | 2.14% |
| 2 | Apple Inc | COM | $14,138,048 | 55,708 | 5.11% | 2.09% |
| 3 | Microsoft Corp | COM | $11,008,454 | 29,738 | 3.98% | 1.63% |
| 4 | Amazon Com Inc | COM | $7,040,776 | 33,806 | 2.54% | 1.04% |
| 5 | Ishares Tr | CORE MSCI EAFE | $6,534,956 | 72,186 | 2.36% | 0.97% |
| 6 | Alphabet Inc | CAP STK CL A | $5,829,494 | 20,272 | 2.11% | 0.86% |
| 7 | American Centy Etf Tr | AVANTIS EMERGING | $5,080,764 | 75,124 | 1.83% | 0.75% |
| 8 | Broadcom Inc | COM | $5,012,926 | 16,196 | 1.81% | 0.74% |
| 9 | Exxon Mobil Corp | COM | $4,899,918 | 28,880 | 1.77% | 0.73% |
| 10 | Meta Platforms Inc | CL A | $4,603,650 | 8,046 | 1.66% | 0.68% |
| 11 | Janus Detroit Str Tr | HENDRSN SHRT ETF | $4,425,778 | 90,580 | 1.6% | 0.66% |
| 12 | Jpmorgan Chase & Co | COM | $4,101,166 | 13,942 | 1.48% | 0.61% |
| 13 | Berkshire Hathaway Inc Del | CL B NEW | $3,684,090 | 7,688 | 1.33% | 0.55% |
| 14 | Philip Morris Intl Inc | COM | $3,269,280 | 19,774 | 1.18% | 0.48% |
| 15 | Mastercard Incorporated | CL A | $3,129,880 | 6,264 | 1.13% | 0.46% |
| 16 | Cisco Sys Inc | COM | $3,099,046 | 39,942 | 1.12% | 0.46% |
| 17 | Johnson & Johnson | COM | $3,081,524 | 12,606 | 1.11% | 0.46% |
| 18 | Eli Lilly & Co | COM | $3,050,794 | 3,316 | 1.1% | 0.45% |
| 19 | Goldman Sachs Group Inc | COM | $3,015,402 | 3,564 | 1.09% | 0.45% |
| 20 | American Elec Pwr Co Inc | COM | $2,918,590 | 22,266 | 1.05% | 0.43% |
| 21 | Costco Wholesale Corporation | COM | $2,832,164 | 2,842 | 1.02% | 0.42% |
| 22 | Tesla Inc | COM | $2,817,122 | 7,578 | 1.02% | 0.42% |
| 23 | Visa Inc | COM CL A | $2,809,608 | 9,296 | 1.01% | 0.42% |
| 24 | Citigroup Inc | COM NEW | $2,785,484 | 24,562 | 1.01% | 0.41% |
| 25 | Netflix Inc. | COM | $2,628,356 | 27,336 | 0.95% | 0.39% |
Top 25 of 150 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 373 | $192M | 28.4% |
| High net worth individuals | 197 | $458M | 67.8% |
| Pension and profit sharing plans | 7 | $15.3M | 2.27% |
| Corporations and other businesses | 6 | $10.4M | 1.54% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alfred Michael Tounjian | Ceo, President, And Founder | CFP | Jan 2024 (3y) | Less than 5% |
| Curtis Watson Harrell | Chief Compliance Officer And Financial Advisor | Sep 2024 (2y) | Less than 5% | |
| David Joshua Antonucci | Registered representative | Feb 2024 (2y) | ||
| Garrett Scot Eisenhauer | Registered representative | Jun 2024 (2y) | ||
| Stephen Timothy Cully | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tounjian Holdings, Llc | Managing Member | Oct 2023 | A | 75% or more |
| Tounjian Financial Partners, Llc | Managing Member | Oct 2023 | B | ≈ 37.5% – 75% via Tounjian Holdings, Llc |
| Adt Legacy, Inc. | Managing Member | Oct 2023 | B | ≈ 18.75% – 56.25% via Tounjian Financial Partners, Llc |
| Nbc Legacy, Inc. | Managing Member | Oct 2023 | B | ≈ 18.75% – 56.25% via Tounjian Financial Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Tounjian Financial Partners, Llc: 50% – 75% of Tounjian Holdings, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Adt Legacy, Inc.: 50% – 75% of Tounjian Financial Partners, Llc × 50% – 75% of Tounjian Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% of the firm
- Nbc Legacy, Inc.: 50% – 75% of Tounjian Financial Partners, Llc × 50% – 75% of Tounjian Holdings, Llc × 75% – 100% direct ≈ 18.75% – 56.25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.06 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $583M (86% of AUM) Mar 2026
- Charles Schwab & Co. $92.2M (14% 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 11, 2026.
View current Form ADV (SEC/IAPD) ↗