RIA Intelligence

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

CRD #139887 SEC #801-66407 GREENVILLE, SC 864-288-2849
SEC Registered
Total AUM
$410.1M
Discretionary
$288.4M
Employees
24
Clients
101
Accounts
952

Firm Details

Organization Type
Limited Liability Company
State of Formation
South Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 26, 2018
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENTNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPRESIDENT, CHIEF COMPLIANCE OFFICER, PARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIPARTNERNA Control
BRICE, PHILIP, HAMILTONIMANAGING MEMBERNA Control
BRICE, PHILIP, HAMILTONIMANAGING MEMBERNA Control
DAMERON, DAVID, CRAIGICHIEF COMPLIANCE OFFICERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
ELLIOTT, JEREMY, SAMUELIPARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, PARTNERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
GILLESPIE, ALLEN, RAYICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
SHERIDAN, RICHARD, PATRICKIMANAGING MEMBERNA Control
SHERIDAN, RICHARD, PATRICKIMANAGING MEMBERNA Control
VILCHECK, KENNETH, JOSEPHISECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHISECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHISECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHISECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHISECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNER, SECRETARY-TREASURERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
VILCHECK, KENNETH, JOSEPHIPARTNERNA Control
CENTILLION PARTNERS, INC.DEDIRECT OWNERE Control
DAMERON, DAVID, CRAIGIPRESIDENT/CCOE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
EDI PARTNERS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
ELLIOTT DAVIS INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST CAPITAL PARTNERS, LLCDEDIRECT OWNERE Control
FINTRUST CAPITAL PARTNERS, LLCDEDIRECT OWNERE Control
FINTRUST INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control
FINTRUST INVESTMENT ADVISORS, LLCDEDIRECT OWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEEDI PARTNERS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
JSELL, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCF
BRICE, PHILIP, HAMILTONIPHB HOLDINGS,LLCE Control
BRICE, PHILIP, HAMILTONIPHB HOLDINGS,LLCE Control
SHERIDAN, RICHARD, PATRICKIBROAD STREET CAPITAL PARTNERS, LLCE Control
SHERIDAN, RICHARD, PATRICKIBROAD STREET CAPITAL PARTNERS, LLCE Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.D Control
BRICE, PHILIP, HAMILTONIPBAG, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST INVESTMENT ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST INVESTMENT ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST INVESTMENT ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST INVESTMENT ADVISORS, LLCD Control
CENTILLION PARTNERS, INC.DEFINTRUST INVESTMENT ADVISORS, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.D Control
GILLESPIE, ALLEN, RAYIPBAG, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST INVESTMENT ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST INVESTMENT ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST INVESTMENT ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST INVESTMENT ADVISORS, LLCD Control
PBAG, LLCDEFINTRUST INVESTMENT ADVISORS, LLCD Control
BRICE, PHILIP, HAMILTONICENTILLION PARTNERS, INC.C Control
BROAD STREET CAPITAL PARTNERS, LLCDEFINTRUST CAPITAL PARTNERS, LLCC Control
BROAD STREET CAPITAL PARTNERS, LLCDEFINTRUST CAPITAL PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEEDI PARTNERS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
CENTILLION PARTNERS, INC.DEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEEDI PARTNERS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
ELLIOTT DAVIS, LLCDEELLIOTT DAVIS INVESTMENT ADVISORS, LLCC Control
GILLESPIE, ALLEN, RAYICENTILLION PARTNERS, INC.C Control
NORTON, CHARLES, LOUISICENTILLION PARTNERS, INC.C Control
PHB HOLDINGS,LLCDEFINTRUST CAPITAL PARTNERS, LLCC Control
PHB HOLDINGS,LLCDEFINTRUST CAPITAL PARTNERS, LLCC Control
VILCHECK, KENNETH, JOSEPHICENTILLION PARTNERS, INC.C Control

Registrations

Federal

IA
Jan 26, 2018 REGISTERED

Notice Filings (13)

CA CO FL GA IN LA NC NH NY SC TN TX VA

Address

124 VERDAE BLVD
SUITE 504
GREENVILLE, SC 29607
United States
Phone: 864-288-2849