Fintrust Capital Advisors, LLC is a large advisory firm based in Greenville. It manages $1.3 billion of regulatory assets for 1,462 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, California, Colorado, and 11 other states.
Fintrust Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fintrust Capital Advisors, LLC is $1.3 billion. The firm's AUM has grown by 0% since the beginning of its operation, and $499.76 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fintrust Capital Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Fintrust Capital Advisors is pension and profit sharing plans with 77 clients and $443.97 million of assets under management. Among the 6 most similar advisory firms, Fintrust Capital Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.3 billion for 783 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fintrust Capital Advisors doesn't advise any private funds.
The company employs 35 people that are either part- or full-time employees. 66 percent of the employees work as investment advisers or researchers. 23 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fintrust Capital Advisors, LLC performs its advisory services is located at 124 Verdae Blvd., Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9 am - 4 pm on Monday - Friday. You can find more information about the New York firm at bscadvisors.com.