ADVR, LLC
Legal name: ADVISOR.COM
CRD #318823 SEC #801-128856 CHARLESTON, SC 843-284-6261
SEC Registered
Total AUM
$51.3M
Discretionary
$0
Employees
14
Clients
--
Accounts
594
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| 1120 HOLDINGS, LLC | DE | SHAREHOLDER | NA | |
| HOWELL, SCOTT, SCHUMACHER | I | MEMBER | NA | |
| HOWELL, SCOTT, SCHUMACHER | I | SHAREHOLDER | NA | |
| STUNZI, HUNTER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| STUNZI, HUNTER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| STUNZI, HUNTER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| STUNZI, HUNTER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| STUNZI, HUNTER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| STUNZI, HUNTER | I | CEO, CHIEF COMPLIANCE OFFICER | C | Control |
| Mettler, Chris, J | I | MEMBER | B | |
| Mettler, Chris, J | I | MEMBER | B | |
| Mettler, Chris, J | I | MEMBER | B | |
| Mettler, Chris, J | I | MEMBER | B | |
| Mettler, Chris, J | I | MEMBER | B | |
| WALKABOUT VENTURES FUND III LP | DE | SHAREHOLDER | B | Control |
| EUDY, JANE, ROUNTREE | I | MEMBER | A | |
| EUDY, JANE, ROUNTREE | I | MEMBER | A | |
| EUDY, JANE, ROUNTREE | I | MEMBER | A | |
| EUDY, JANE, ROUNTREE | I | MEMBER | A | |
| EUDY, JANE, ROUNTREE | I | MEMBER | A | |
| EUDY, JANE, ROUNTREE | I | SHAREHOLDER | A | |
| Mettler, Chris, J | I | SHAREHOLDER | A | |
| SWANSON, STEVEN, DEAN | I | MEMBER | A | |
| SWANSON, STEVEN, DEAN | I | MEMBER | A | |
| SWANSON, STEVEN, DEAN | I | MEMBER | A | |
| SWANSON, STEVEN, DEAN | I | MEMBER | A | |
| SWANSON, STEVEN, DEAN | I | MEMBER | A | |
| SWANSON, STEVEN, DEAN | I | SHAREHOLDER | A |
Registrations
Federal
IA
Jun 20, 2025 REGISTERED
Notice Filings (15)
CA CO GA IL IN MA MD MI NC NJ NY SC TX VA WA
Address
525 KING STREETSTE B
CHARLESTON, SC 29403
United States
Phone: 843-284-6261