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FINTRUST CAPITAL ADVISORS, LLC

124 Verdae Blvd.
Suite 504
Greenville, South Carolina 29607
Tel: 864-288-2849

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About FINTRUST CAPITAL ADVISORS, LLC

FINTRUST CAPITAL ADVISORS, LLC, formally registered with the SEC as FINTRUST CAPITAL ADVISORS, LLC. The firm was established in 11/15/2007. They have over 4 offices throughout the country.

FINTRUST CAPITAL ADVISORS, LLC is a Greenville, South Carolina based Financial Planning firm with nearly $1,724,645,328 assets under management, offering retirement planning & investment advisory services to 2083 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145460
SEC#801-68568
Assets Managed by Firm$1,724,645,328
No. of Clients2083
No. of Advisors44

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2083$1,724,645,328
Individuals (other than high net worth individuals)695$183,565,853
High net worth individuals281$595,780,477
Pension and profit sharing plans78$731,013,962
Charitable organizations14$31,920,561
Corporations or other businesses33$35,739,982

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PERMANENS CAPITAL L.P.
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FORTIGENT, LLC
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APOLLON WEALTH MANAGEMENT, LLC
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