# ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 311990
- Type: SEC-registered investment adviser
- SEC file number: 801-120458
- Location: 631 W. MORSE BLVD., SUITE 115, WINTER PARK, FL, 32789
- Phone: 407-585-1160
- Latest filing: 2026-07-28
- Regulatory AUM: $4.0B
- Discretionary AUM: $3.8B
- Non-discretionary AUM: $139.8M
- Clients: 16
- Accounts: 1,329

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Jared Bennett Calvert | CHIEF COMPLIANCE OFFICER | — |
| Stacy Graves Fleming | CHIEF COMPLIANCE OFFICER | — |
| Mark Lamoriello | PRESIDENT | — |
| Sally Ann Hanley-Whitworth | CHIEF COMPLIANCE OFFICER | — |
| Christopher James Bell | SECRETARY | — |
| Charles Harvey Lydecker | CHIEF EXECUTIVE OFFICER | — |
| HANLEY-WHITWORTH SALLY ANN | CHIEF COMPLIANCE OFFICER | — |
| LAMORIELLO MARK | CHIEF EXECUTIVE OFFICER; MANAGER/MEMBER; PRESIDENT | — |
| Zito Andrew Stephen | PRESIDENT/COO | — |
| LYDECKER CHARLES HARVEY | CHIEF EXECUTIVE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| VALENCIA | CA | 3 | 888-522-7805 |
| JACKSONVILLE | FL | 2 | 4075851160 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311990/similar
- Related entities: https://search.stillhousedata.com/firm/311990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311990

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.