ADVUS FINANCIAL PARTNERS, LLC
CRD #311990 SEC #801-120458 WINTER PARK, FL 407-585-1160
SEC Registered
Total AUM
$3.1B
Discretionary
$2.9B
Employees
17
Clients
101
Accounts
1,276
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, CHRISTOPHER, JAMES | I | SECRETARY | NA | Control |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANLEY-WHITWORTH, SALLY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LAMORIELLO, MARK | I | PRESIDENT | NA | Control |
| LAMORIELLO, MARK | I | PRESIDENT | NA | Control |
| LAMORIELLO, MARK | I | PRESIDENT | NA | Control |
| LAMORIELLO, MARK | I | PRESIDENT | NA | Control |
| LYDECKER, CHARLES, HARVEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LYDECKER, CHARLES, HARVEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LYDECKER, CHARLES, HARVEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| Zito, Andrew, Stephen | I | PRESIDENT/COO | NA | Control |
| FOUNDATION RISK PARTNERS, CORP. | DE | SHAREHOLDER | E | Control |
| FOUNDATION RISK PARTNERS, CORP. | DE | SHAREHOLDER | E | Control |
| FOUNDATION RISK PARTNERS, CORP. | DE | SHAREHOLDER | E | Control |
| FOUNDATION RISK PARTNERS, CORP. | DE | SHAREHOLDER | E | Control |
| LAMORIELLO, MARK | I | MANAGER/MEMBER | E | Control |
| LAMORIELLO, MARK | I | MANAGER/MEMBER | E | Control |
| LAMORIELLO, MARK | I | MANAGER/MEMBER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
| LAMORIELLO, MARK | I | CHIEF EXECUTIVE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PARTNERS GROUP CLIENT ACCESS MANAGEMENT I LIMITED | DE | PARTNERS GROUP CLIENT ACCESS 43, LP | F | Control |
| PARTNERS GROUP MANAGEMENT (SCOTS) LLP | DE | PARTNERS GROUP ACCESS PF 368 L.P. | F | Control |
| FRP HOLDINGS, CORP. | DE | FRP PARENT, CORP. | E | Control |
| FRP INVESTORS II GP, LLC | DE | FRP INVESTORS II, L.P. | E | Control |
| FRP INVESTORS II, L.P. | DE | FRP PARENT II, CORP. | E | Control |
| FRP PARENT II, CORP. | DE | FRP HOLDINGS, CORP. | E | Control |
| FRP PARENT, CORP. | DE | FOUNDATION RISK PARTNERS, CORP. | E | Control |
| PARTNERS GROUP ACCESS PF 368 L.P. | DE | PARTNERS GROUP CLIENT ACCESS 43, LP | C | Control |
| PARTNERS GROUP CLIENT ACCESS 43, LP | DE | FRP INVESTORS II, L.P. | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (10)
CT FL GA LA MA NH NJ NY RI TX
Address
631 W. MORSE BLVD.SUITE 115
WINTER PARK, FL 32789
United States
Phone: 407-585-1160