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FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897 · SEC 801-108521
109 CONNER DRIVE, SUITE 205, CHAPEL HILL, NC, 27514, United States
Phone
919-929-6940
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$196.0M
Discretionary AUM
$196.0M
Team
3 total employees; 3 advisory reps; 119 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $13.5M |
| High net worth individuals | 56 | $180.5M |
| Charitable organizations | 2 | $2.0M |
States served
NY, NC
All web addresses on file
Official SEC filing: View on IAPD