RIA Intelligence

FRAZIER FINANCIAL CONSULTANTS, LLC

CRD #112897 SEC #801-108521 CHAPEL HILL, NC 919-929-6940
SEC Registered
Total AUM
$184M
Discretionary
$184M
Employees
3
Clients
51
Accounts
315

AUM Over Time

DateAug 2025
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees3
Clients75
DateFeb 2025
Total AUM$184M
Discretionary$184M
Non-Disc.$0
Employees3
Clients75
DateApr 2024
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees3
Clients27
DateJan 2024
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees3
Clients27
DateMar 2023
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees3
Clients20
DateFeb 2022
Total AUM$164.2M
Discretionary$164.2M
Non-Disc.$0
Employees3
Clients23
DateJan 2021
Total AUM$146.4M
Discretionary$146.4M
Non-Disc.$0
Employees3
Clients16
DateDec 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients10
DateMay 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients10
DateMar 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees3
Clients10
DateMar 2019
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees3
Clients16
DateFeb 2018
Total AUM$116.8M
Discretionary$116.8M
Non-Disc.$0
Employees3
Clients5
DateJul 2017
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees3
Clients26
DateJan 2017
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees2
Clients26
DateOct 2016
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees2
Clients26
DateOct 2016
Total AUM$102.7M
Discretionary$102.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$67.1M
Discretionary$0
Non-Disc.$67.1M
Employees5
Clients--
DateMar 2009
Total AUM$68.1M
Discretionary$0
Non-Disc.$68.1M
Employees5
Clients--
DateApr 2007
Total AUM$62.1M
Discretionary$0
Non-Disc.$62.1M
Employees5
Clients--
DateMar 2006
Total AUM$62M
Discretionary$0
Non-Disc.$62M
Employees5
Clients--
DateNov 2005
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees5
Clients--
DateJan 2005
Total AUM$56.3M
Discretionary$0
Non-Disc.$56.3M
Employees5
Clients--
DateJan 2005
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees5
Clients--
DateJan 2005
Total AUM$49M
Discretionary$0
Non-Disc.$49M
Employees5
Clients--
DateDec 2003
Total AUM$42M
Discretionary$0
Non-Disc.$42M
Employees5
Clients--
DateApr 2002
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJun 2001
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--