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FRAZIER FINANCIAL ADVISORS, LLC

COLUMBUS, OH · CRD 106649 · IAPD ↗ · 614-793-8297

$1.16BRegulatory AUM
15Advisory reps
20Employees
1Clients
0Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
August 2026 — FRAZIER FINANCIAL ADVISORS, LLC notice-filed in GA, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — FRAZIER FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($929.9M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
January 2025 — FRAZIER FINANCIAL ADVISORS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
September 2024 — FRAZIER FINANCIAL ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — FRAZIER FINANCIAL ADVISORS, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2024 — FRAZIER FINANCIAL ADVISORS, LLC notice-filed in AZ, CA, IL, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
April 2024 — FRAZIER FINANCIAL ADVISORS, LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.