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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

FRAZIER FINANCIAL ADVISORS, LLC

CRD 106649

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b63c3677-6e53-1c3c-8bc2-943da42794fe

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: Dec 8, 2011 to Jul 8, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=8.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4,115
Individual clients: 424
High net worth clients: 300
Custody, client assets: $263M
SEC number: 801-50432
CIK: 2002745
CRD: 106649
Filings on the tape: 39
First filed: Dec 8, 2011
Latest filed: Jul 8, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JANE MARIE CALLAHAN	n/a	COLUMBUS, OH	15	33	n/a	yes
JOSHUA JAMES FRAZIER	n/a	COLUMBUS, OH	15	19	n/a	yes
BENJAMIN MONROE FOOR	Certified Financial Planner	COLUMBUS, OH	11	13	n/a	yes
BRIAN TIMOTHY HOUTS	Certified Financial Planner	Columbus, OH	8	15	1	yes
Emily Snyder Wilcher	Certified Financial Planner	COLUMBUS, OH	5	11	n/a	yes
Madeline Keegan	Certified Financial Planner	COLUMBUS, OH	3	11	4	no
Annalisa Christina Sporrong	Certified Financial Planner	COLUMBUS, OH	2	24	n/a	no
Austin Jarrett Neal	Certified Financial Planner	COLUMBUS, OH	2	11	1	yes
Logan Douglas Hogrefe	Certified Financial Planner	COLUMBUS, OH	1	11	n/a	no
Victor Thomas Shott	Certified Financial Planner	COLUMBUS, OH	1	10	n/a	no
Colin White	Chartered Financial Analyst	COLUMBUS, OH	1	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FOOR, BENJAMIN, MONROE	CHIEF COMPLIANCE OFFICER	B	yes	07/2018	Jul 8, 2026	Jul 8, 2026
FRAZIER, JOSHUA, JAMES	CHIEF EXECUTIVE OFFICER	C	yes	01/2016	Jul 8, 2026	Jul 8, 2026
GEPHART, ANDREW, COREY	CHIEF FINANCIAL OFFICER	B	yes	01/2016	Jul 8, 2026	Jul 8, 2026
HOUTS, BRIAN, TIMOTHY	CHIEF PLANNING OFFICER	C	yes	01/2021	Jul 8, 2026	Jul 8, 2026
Keegan, Madeline	CHIEF OPERATIONS OFFICER	A	yes	01/2025	Jul 8, 2026	Jul 8, 2026
FRAZIER, JAMES, ARTHUR	CHAIRMAN OF THE BOARD	A	yes	10/1995	Dec 8, 2011	Dec 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$1.2B	$1.1B	20	15	0	n/a	n/a
2024	Mar 13, 2025	$930M	$806M	19	16	0	n/a	n/a
2023	Mar 7, 2024	$768M	$670M	16	14	0	n/a	n/a
2022	Mar 3, 2023	$624M	$542M	14	11	1	n/a	n/a
2021	Mar 21, 2022	$595M	$530M	11	9	0	n/a	n/a
2020	Mar 4, 2021	$477M	$415M	9	7	0	n/a	n/a
2019	Mar 19, 2020	$375M	$318M	8	6	0	n/a	n/a
2018	Mar 26, 2019	$310M	$263M	7	6	0	n/a	n/a
2017	Mar 22, 2018	$265M	$213M	7	7	0	n/a	n/a
2016	Mar 30, 2017	$206M	$164M	7	5	n/a	n/a	n/a
2015	Feb 18, 2016	$169M	$132M	7	6	n/a	n/a	n/a
2014	Mar 10, 2015	$171M	$133M	6	5	n/a	n/a	n/a
2013	Feb 28, 2014	$132M	$110M	6	5	n/a	n/a	n/a
2012	Mar 20, 2013	$130M	$110M	6	4	n/a	n/a	n/a
2011	Jan 24, 2012	$90.6M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	9.1%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$930M	24.6%	$624M	22.9%	20	19	0	0

Relationships

Registered with (13)

← Colin WhiteAdvisorregistration: current employment
Sep 12, 2025 to presentfactForm ADV
← Victor Thomas ShottAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← Logan Douglas HogrefeAdvisorregistration: current employment
Oct 11, 2024 to presentfactForm ADV
← Austin Jarrett NealAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← Annalisa Christina SporrongAdvisorregistration: current employment
Dec 19, 2023 to presentfactForm ADV
← Madeline KeeganAdvisorregistration: current employment
Apr 28, 2023 to presentfactForm ADV
← Emily Snyder WilcherAdvisorregistration: current employment
Mar 3, 2021 to presentfactForm ADV
← BRIAN TIMOTHY HOUTSAdvisorregistration: current employment
Apr 30, 2018 to presentfactForm ADV
← BENJAMIN MONROE FOORAdvisorregistration: current employment
Feb 13, 2015 to presentfactForm ADV
← JANE MARIE CALLAHANAdvisorregistration: current employment
Jun 24, 2011 to presentfactForm ADV
← JOSHUA JAMES FRAZIERAdvisorregistration: current employment
Jun 24, 2011 to presentfactForm ADV
← Leo KlebanAdvisorregistration: previous registration
Aug 20, 2025 to Jun 15, 2026factForm ADV
← DAVID NATHAN OWENAdvisorregistration: previous registration
Apr 25, 2022 to Dec 5, 2023factForm ADV

Controls (3)

← FRAZIER, JAMES, ARTHUROwnerCHAIRMAN OF THE BOARD, ownership code A, individual
Dec 8, 2011 to Dec 12, 2024factForm ADV
← HOUTS, BRIAN, TIMOTHYOwnerCHIEF PLANNING OFFICER, ownership code C, individual
Mar 4, 2021 to Dec 12, 2024factForm ADV
← FOOR, BENJAMIN, MONROEOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Jul 10, 2018 to Dec 12, 2024factForm ADV

Owns (2)

← FRAZIER, JOSHUA, JAMESOwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Mar 30, 2017 to Dec 12, 2024factForm ADV
← GEPHART, ANDREW, COREYOwnerCHIEF FINANCIAL OFFICER, ownership code B, individual
Mar 30, 2017 to Dec 12, 2024factForm ADV

Dated events

Occurred
Jun 15, 2026
Advisor changed firm
Leo Kleban left Frazier Financial Advisors, Llc for Raymond James & Associates, Inc. (registered 2026-09-03)
Form ADVobserved 6 days ago
Occurred
Dec 5, 2023
Advisor changed firm
David Nathan Owen left Frazier Financial Advisors, Llc for Shipwright Advisors (registered 2024-04-10)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2021
Regulatory AUM changed
Frazier Financial Advisors, Llc reported RAUM $477.2M, up 27% from $374.9M (2020-12-09 to 2021-03-04)
Form ADVobserved 6 days ago
$102M
Occurred
Mar 4, 2021
Control person joined
Timothy Brian Houts (Chief Planning Officer) appeared on Schedule A of Frazier Financial Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b63c3677-6e53-1c3c-8bc2-943da42794fe
First observed: Dec 8, 2011
Last observed: Jul 8, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FRAZIER FINANCIAL ADVISORS, LLC

CRD 106649

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b63c3677-6e53-1c3c-8bc2-943da42794fe

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JANE MARIE CALLAHAN

n/a

COLUMBUS, OH

n/a

yes

JOSHUA JAMES FRAZIER

n/a

COLUMBUS, OH

n/a

yes

BENJAMIN MONROE FOOR

Certified Financial Planner

COLUMBUS, OH

n/a

yes

BRIAN TIMOTHY HOUTS

Certified Financial Planner

Columbus, OH

yes

Emily Snyder Wilcher

Certified Financial Planner

COLUMBUS, OH

n/a

yes

Madeline Keegan

Certified Financial Planner

COLUMBUS, OH

Annalisa Christina Sporrong

Certified Financial Planner

COLUMBUS, OH

n/a

Austin Jarrett Neal

Certified Financial Planner

COLUMBUS, OH

yes

Logan Douglas Hogrefe

Certified Financial Planner

COLUMBUS, OH

n/a

Victor Thomas Shott

Certified Financial Planner

COLUMBUS, OH

n/a

Colin White

Chartered Financial Analyst

COLUMBUS, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOOR, BENJAMIN, MONROE

CHIEF COMPLIANCE OFFICER

yes

07/2018

Jul 8, 2026

FRAZIER, JOSHUA, JAMES

CHIEF EXECUTIVE OFFICER

yes

01/2016

Jul 8, 2026

GEPHART, ANDREW, COREY

CHIEF FINANCIAL OFFICER

yes

01/2016

Jul 8, 2026

HOUTS, BRIAN, TIMOTHY

CHIEF PLANNING OFFICER

yes

01/2021

Jul 8, 2026

Keegan, Madeline

CHIEF OPERATIONS OFFICER

yes

01/2025

Jul 8, 2026

FRAZIER, JAMES, ARTHUR

CHAIRMAN OF THE BOARD

yes

10/1995

Dec 8, 2011

Dec 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$1.2B

$1.1B

n/a

2024

Mar 13, 2025

$930M

$806M

n/a

2023

Mar 7, 2024

$768M

$670M

n/a

2022

Mar 3, 2023

$624M

$542M

n/a

2021

Mar 21, 2022

$595M

$530M

n/a

2020

Mar 4, 2021

$477M

$415M

n/a

2019

Mar 19, 2020

$375M

$318M

n/a

2018

Mar 26, 2019

$310M

$263M

n/a

2017

Mar 22, 2018

$265M

$213M

n/a

2016

Mar 30, 2017

$206M

$164M

n/a

2015

Feb 18, 2016

$169M

$132M

n/a

2014

Mar 10, 2015

$171M

$133M

n/a

2013

Feb 28, 2014

$132M

$110M

n/a

2012

Mar 20, 2013

$130M

$110M

n/a

2011

Jan 24, 2012

$90.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

9.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$930M

24.6%

$624M

22.9%