SRC Wealth Advisors LLC

SRC Wealth Advisors LLC is a boutique wealth management firm that provides portfolio management, financial planning and analysis, recommendations of separately managed account programs, retirement plan advisory services, and advice on alternative investments. It serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and other business entities, and—like many independent advisers—typically charges percentage‑of‑AUM fees for portfolio management services.

The firm employs fundamental and technical analysis and pursues strategic asset allocation with tactical drift across mutual funds, ETFs, municipal and investment‑grade corporate bonds, and selected alternatives. Although it can accept discretionary authority, the firm reports that approximately $43.7 million of client assets are managed on a primarily non‑discretionary basis across its client relationships, so many trades require client authorization.

Noteworthy distinctions include the firm’s provision of due diligence and monitoring for third‑party and alternative investments and its disclosure that the principal owns and may recommend interests in affiliated limited liability companies and private offerings, a potential conflict disclosed in offering documents. The firm also acts as an ERISA fiduciary for retirement plans, limits alternative investments to accredited investors and generally to no more than about 30% of a client’s portfolio, and uses an institutional custodian platform that provides certain ancillary services to the adviser.