# FR Financial Advisors LLC

> FR Financial Advisors LLC is an SEC-registered investment advisory firm in Coral Springs, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 135980
- Filed as: FR FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coral Springs, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135980
- AdvisorCensus page: https://advisorcensus.com/firm/fr-financial-advisors-llc-coral-springs-fl-135980

## Quick answers

**How is FR Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), FR Financial Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is FR Financial Advisors LLC located?**
FR Financial Advisors LLC's principal office is in Coral Springs, FL, according to its Form ADV.

**Is FR Financial Advisors LLC registered with the SEC or a state?**
FR Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 135980.

**How much does FR Financial Advisors LLC manage?**
FR Financial Advisors LLC reports $135,673,874 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have FR Financial Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for FR Financial Advisors LLC: Regulatory assets under management: $109,458,951 in the October 2024 data and $135,673,874 in the October 2026 data, up 24%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FR Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (83); high net worth individuals (37); pension and profit sharing plans (but not the plan participants or government pension plans) (17).

**Which custodians does FR Financial Advisors LLC use?**
FR Financial Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does FR Financial Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135980

**What changed in FR Financial Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $122,600,599 to $135,673,874 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Minimum annual fee: $3,000

> Minimum Annual Fee: $3,000.00.

> FRFA requires a minimal annual fee of $3,000.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,673,874
- Discretionary: $135,673,874
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 83 | $27,096,069 |
| High net worth individuals | 37 | $90,194,138 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 17 | $18,383,667 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fradv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $109,458,951 | 2 | April 23, 2024 |
| October 2025 | $122,600,599 | 2 | March 26, 2025 |
| October 2026 | $135,673,874 | 2 | March 24, 2026 |

Regulatory assets under management: $109,458,951 in the October 2024 data and $135,673,874 in the October 2026 data, up 24%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $122,600,599 to $135,673,874 (+11%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FR Financial Advisors LLC (CRD 135980): Form ADV filing data as of October 2026.