Fund Direct Advisors

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Last updated: February 18th, 2020. Data source: SEC filings.


Fund Direct Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 6 advisors. Fund Direct Advisors manages $705.0 million and provides investment advisory services for 350 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 15
Percentage of Advisors Trusted 83%
Minimum Investment $0
Average Client Balance $2,014,285
Total AUM $705.0 million
Advisor / Client Ratio 1:59
Headquarters Greensboro, NC
SEC Filings View SEC IAPD CRD #155363
State(s) Registered NC

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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