21 St Century Equity Advisors Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,225,555
Total clients
53
49% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
53
Average account size
$947,652
About
21 ST CENTURY provides discretionary portfolio management and investment advisory services to individuals (including retirement accounts), high-net-worth individuals, charitable organizations, and businesses. Services include selection and monitoring of individual stocks, ETFs and mutual funds, fixed‑income management, covered‑call writing, and selective use of master limited partnerships.
The firm’s investment process blends fundamental and technical analysis with studies of bull and bear market behavior to guide tactical and strategic positioning, using both long‑ and short‑term holdings as appropriate. Portfolios are reviewed at least quarterly, and the firm may employ compounding through dividend reinvestment, leveraged or inverse ETFs for tactical purposes, and covered‑call strategies for income or risk management.
Notably, the firm’s principal performs personal tax return preparation for certain clients (not offered to the general public), a limited accounting-related service disclosed as separate from advisory work and provided without referral fee arrangements, reflecting the principal’s background in accounting and prior CPA firm experience. The adviser also discloses personal real estate ownership activity by the principal and operates with an exclusive custodial/platform relationship with Fidelity that provides brokerage, custodial and research services.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.8% $0+: 0.35% (fixed income portion)
Account minimum: $200,000 (negotiable) Fee-only: 100% of revenues from investment advisory services; fees are negotiable
Main office location
21 St Century Equity Advisors Corporation
749 Terra Ct.
Worthington OH 43085, United States
Number of offices
2
Most active in
21 St Century Equity Advisors Corporation has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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