Frazier Financial Advisors, LLC has disclosed its latest investment portfolio in a recent SEC filing, revealing total holdings valued at approximately $209.87 million as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and asset allocations in the financial advisory sector.

Frazier Financial Advisors, based in Columbus, Ohio, operates in the financial services industry, focusing on providing comprehensive financial advisory services. The firm has been active in filing reports with the SEC, with its most recent submission being a 13F-HR form filed on November 12, 2026, under accession number 0002002745-26-000006.

Background

The company, Frazier Financial Advisors, LLC, is incorporated in Ohio and primarily engages in financial advisory services. The firm has consistently filed reports to the SEC, showcasing its commitment to transparency and regulatory compliance. Its recent filings include multiple 13F-HR forms, indicating ongoing management of investment portfolios.

What the Filing Says

The recent filing indicates that Frazier Financial Advisors holds a total of 792 positions across various securities, with a reported total value of $209,871,793. The filing also notes that the firm has not included any other managers in this report, suggesting that it is managing all investments in-house.

Impact

This update may affect various stakeholders, including clients of Frazier Financial Advisors who rely on the firm for investment management. Additionally, competitors in the financial advisory industry may analyze this filing to gauge market trends and the investment strategies employed by Frazier Financial Advisors.

What's Next

The filing does not specify what actions will follow this report, leaving stakeholders to anticipate further updates or changes in investment strategies from Frazier Financial Advisors.