Advr provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 500 clients last fiscal year.
Advr reports 426 clients. They include 403 individual clients and 23 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $127M across 2,029 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 72% |
| High-net-worth individuals | 5% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 403 | $91.8M | 72.4% | $228K |
| High-net-worth individuals | 23 | $35M | 27.6% | $1.52M |
| Total | 426 | $127M | 100% | $298K |
- Clients
- 403
- Regulatory AUM
- $91.8M
- AUM share
- 72.4%
- Avg. per client
- $228K
- Clients
- 23
- Regulatory AUM
- $35M
- AUM share
- 27.6%
- Avg. per client
- $1.52M
Total
- Clients
- 426
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $298K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Advr charges 0.50%–1.00% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Other Professional Services
- Estate and insurance planning consulting is billed under a separate agreement, with fees that vary by the type and complexity of the service.
Hunter Stunzi owns 25% to 50% of Advr. The leadership team of Advr includes Chief Compliance Officer Hunter Stunzi. It has 12 employees, 3 of them in advisory roles.
Staff
- 12 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Advr, Inc
Hunter Stunzi
Control person · since May 2022
- Owns 10% to 25% of Advr, Inc
Walkabout Ventures Fund III LP
Control person · since May 2025
Walkabout Ventures SPV III GP LLC
Managing member · Control person · since May 2025
Joshua Diamond
Managing member · Control person · since April 2023
- Owns 5% to 10% of Advr, Inc
Steven Swanson
since May 2022
- Owns 5% to 10% of Advr, Inc
Jane Eudy
since May 2022
- Owns 5% to 10% of Advr, Inc
Chris Mettler
since May 2022
Kevin Bhatt
Managing member of 1120 Holdings, LLC · since June 2025
Advr’s regulatory assets grew 4.6× from $27.8M (July 2024) to $127M (March 2026); clients rose from 353 to 426 and employees from 8 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $127M | 426 | 12 | 1 |
| Jun 2025June 2025 | $51.3M | 594 | 14 | 1 |
| Jul 2024July 2024 | $27.8M | 353 | 8 | 1 |
Besides its headquarters, Advr has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 525 King Street, Ste B, CharlestonHQ
Other business names
Advr has reported 2 other business names to the SEC.
- Advisor Wealth Management
- Summit Wealth Group
Contact and registration details
- Legal name
- Advr, Inc
- Headquarters
- 525 King Street, Ste B, Charleston, SC 29403
- Website
- awm.co
- Phone
- 843-284-6261
- @advisor-com
- SEC file
- 801-128856
- Structure
- Delaware corporation
- Fiscal year end
- December
Advr’s named custodian for separately managed accounts is Altruist ($24.8M). Advr does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $24.8M100%
At year end, Advr’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Advr have?
Advr has 426 clients and manages $127 million for them, as of March 2026. They include 403 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Advr offer?
Advr provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Advr charge?
Advr charges 0.50%–1.00% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable.
Which custodians does Advr use?
Advr’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $24.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Advr have?
Advr has 3 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Advr invest in?
At the end of its last fiscal year, Advr’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Advr?
Advr’s direct owners are Hunter Stunzi, Steven Swanson, Jane Eudy, Chris Mettler and Walkabout Ventures Fund III LP, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Advr get paid?
Advr is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Advr?
Advr’s main office is at 525 King Street, Ste B, Charleston, SC 29403. Its phone number is 843-284-6261. Its website is awm.co.