A
Apostolic Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,725,000
Clients
9
22% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$636,111
About
Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, high‑net‑worth individuals, and charitable organizations. The firm manages about $5.725 million in discretionary assets across a very small client base (nine clients) and offers both ongoing investment supervisory services and fixed‑ or hourly‑fee financial planning.
The adviser documents client goals and risk tolerance in an Investment Policy Statement and generally operates with discretionary authority to implement portfolios. Its methods of analysis include charting, fundamental, technical, and cyclical analysis, and it employs a range of strategies from long‑term holdings to short‑term trading, margin, short sales, and options writing.
What is noteworthy is the combination of a solo advisor model with a compact client roster and active use of higher‑risk trading strategies and derivative trading, rather than limiting work to passive or long‑only portfolios common among peers. The firm manages all assets in‑house (does not use third‑party managers), conducts quarterly reviews, and participates in an institutional custodian program that provides operational benefits while allowing clients to direct brokerage.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$1,000 - $3,000
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.75% Above $5,000,000+: 0.50%
$150 - $350 per hour
Main office location
Apostolic Financial Advisors, LLC
Saddle River NJ, United States
Number of offices
1
Most active in
Apostolic Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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