{"url":"https://nivawealth.com/firms/advr-318823","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/318823","regulatoryAum":126820765,"crd":"318823","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6668417","suffix":null,"lastName":"Thayer","firstName":"Kellen","middleName":"Patrick"},{"crd":"5963437","suffix":null,"lastName":"WILLIAMSON","firstName":"MICHAEL","middleName":"M"},{"crd":"7024411","suffix":null,"lastName":"Williamson","firstName":"Trigg","middleName":"Lewis"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-07-19","regulatoryAum":27810000,"clients":353,"employees":8,"offices":1},{"filedOn":"2025-06-20","regulatoryAum":51307184,"clients":594,"employees":14,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":126820765,"clients":426,"employees":12,"offices":1}],"secFileNumber":"801-128856","legalName":"Advr, Inc","displayName":"Advr","slug":"advr-318823","website":"https://awm.co/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/advisor-com/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"525 King Street, Ste B","city":"Charleston","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29403"},"tradeNames":["Advisor Wealth Management","Summit Wealth Group"],"registration":{"secApproved":"15 December 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":297701.3262910798,"staff":{"employees":12,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":126820765,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":126820765,"nonDiscretionaryAccounts":2029,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":403,"regulatoryAum":91798346},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":35022419}],"feePrograms":[{"role":"main","program":"Advisory Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031412","versionId":1031412,"ratePeriod":"not_stated","fee_billing":null,"submittedOn":"2026-03-30","documentName":"ADVR ADV PART 2A BROCHURE 2603","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Other Professional Services","summary":"Estate and insurance planning consulting is billed under a separate agreement, with fees that vary by the type and complexity of the service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031412","versionId":1031412,"submittedOn":"2026-03-30","documentName":"ADVR ADV PART 2A BROCHURE 2603"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:10:53.361984+00:00","documents":[{"name":"ADVR ADV PART 2A BROCHURE 2603","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031412","versionId":1031412,"submittedOn":"2026-03-30"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":24792028}],"custodyNote":"Advr does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Hunter Stunzi","title":"CEO, Chief Compliance Officer","crd":"5307588"},{"name":"Scott Howell","title":"Shareholder","crd":"4210917"},{"name":"Steven Swanson","title":"Shareholder","crd":"2409308"},{"name":"Jane Eudy","title":"Shareholder","crd":"2197041"},{"name":"Chris Mettler","title":"Shareholder","crd":"7555646"}],"ownership":[{"label":"Hunter Stunzi","detail":"Ceo, chief compliance officer in the 25% to 50% ownership band and a control person, since May 2022."},{"label":"Steven Swanson","detail":"Shareholder in the 5% to 10% ownership band, since May 2022."},{"label":"Jane Eudy","detail":"Shareholder in the 5% to 10% ownership band, since May 2022."},{"label":"Chris Mettler","detail":"Shareholder in the 5% to 10% ownership band, since May 2022."},{"label":"Walkabout Ventures Fund III LP","detail":"Shareholder in the 10% to 25% ownership band and a control person, since May 2025."},{"label":"Walkabout Ventures SPV III GP LLC","detail":"Indirect owner: managing member of Walkabout Ventures Fund III LP and a control person, since May 2025.","parent":"Walkabout Ventures Fund III LP"},{"label":"Kevin Bhatt","detail":"Indirect owner: managing member of 1120 Holdings, LLC, since June 2025.","parent":"1120 Holdings, LLC"},{"label":"Joshua Diamond","detail":"Indirect owner: managing member of Walkabout Ventures SPV III GP LLC and a control person, since April 2023.","parent":"Walkabout Ventures SPV III GP LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"525 King Street, Ste B","city":"Charleston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"843-284-6261","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"500","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/318823/PDF/318823.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1031412","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Advr have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Advr offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Advr charge?","answer":"Advr charges 0.50%–1.00% for its Advisory Services. The brochure does not state whether the rate is annual. The fee is negotiable.","source":"ADVR ADV PART 2A BROCHURE 2603, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Advr use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Advr have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Advr invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Advr?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Advr get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Advr?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}