SourcingSourcing

ADVUS FINANCIAL PARTNERS, LLC

C45
CRD 311990·SEC 801-120458·WINTER PARK, FL
AUM
$3.97B
$1B+
Est. Revenue
$39.7M
@ 1% on AUM
Est. EBITDA
$11.9M
@ 30% margin
Est. Deal Value
$95.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ADVUS FINANCIAL PARTNERS, LLC
CRD
311990
SEC file #
801-120458
EIN
—
DBA names
—

Economics

AUM
$3.97B
AUM band
$1B+
AUM trajectory
'22'26
$4.21B → $3.97B▼ -6%
Client mix
Individuals Other299
Individuals High Net Worth140
Pension Profit Sharing Plans82
Charitable Organizations7

Operations

Employees (total)
16
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'22'26
6 advisors → 10 advisors▲ +67%
Primary office
WINTER PARK FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
vimeo.com/advuspartners

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOUNDATION RISK PARTNERS, CORP.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FOUNDATION RISK PARTNERS, CORP.
BELL, CHRISTOPHER, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIMEO.COM
Rdap Domain Creation Date
2004-12-15T08:38:55Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
30
Form 5500 Total Compensation
1,091,958
Form 5500 Compensation Trajectory 3y
2025980,843
2026111,115
Form 5500 Plan Count Trajectory 3y
202527
20263
Schedule C Total Compensation
1,091,958
Schedule C Service Provider Rows
30

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Fidelity6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-15T08:38:55Z
Rdap Domain Last Changed
2025-11-13T12:01:58Z
Rdap Nameservers
Ns-1463.awsdns-54.orgNs-1886.awsdns-43.co.ukNs-682.awsdns-21.netNs-70.awsdns-08.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (13)

13
LAMORIELLO, MARK
IAR · Executive Officer · 2.5%
2106993
BELL, CHRISTOPHER, JAMES
Executive Officer · 2.5%
4660625
CALVERT, JARED, BENNETT
Executive Officer · 2.5%
7174674
Jeffrey Stewart Roberts
IAR
6289524
SALLY ANN HANLEY-WHITWORTH
IAR
2030758
Andrew Stephen Zito
IAR
6607946
Mitchell Austin Lamoriello
IAR
7087119
JOSHUA J. ROSE
IAR
5890372
JAMES DANIEL GAY
IAR
5097626
WILLIAM FREDERICK HAMER
IAR
1918561
TODD JUSTIN LERNER
IAR
5413511
OMAR JESUS GUEVARA
IAR
7498314
CHRISTINA Ann SHAFFER
IAR
6511062