Socius Family Office, LLC

Socius Family Office, LLC (CRD# 137800) is a financial advisory firm headquartered in Fort Lauderdale, FL. They manage $208,968,975 in 258 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $809,957
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TX, WA, WI

Financial Advisors at Socius Family Office, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Mark J. Baniewicz
CRD#: 4760616
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301
93
Wealthminder
score

Mark Baniewicz (CRD# 4760616) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 13 years of experience in the finance industry.

2
Matthew P. Cassano
CRD#: 4763265
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301
93
Wealthminder
score

Matthew Cassano (CRD# 4763265) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 10 years of experience in the finance industry.

3
Alexis R. Gayhart
CRD#: 4819647
4500 Brooktree Drive, Ste 105, Wexford, PA 15090
93
Wealthminder
score

Alexis Gayhart (CRD# 4819647) is an Investment Advisor Representative working at Socius Family Office, LLC in Wexford, PA and has over 9 years of experience in the finance industry.

4
Troy P. Nunes
CRD#: 4720830
4500 Brooktree Drive, Ste 105, Wexford, PA 15090
93
Wealthminder
score

Troy Nunes (CRD# 4720830) is an Investment Advisor Representative working at Socius Family Office, LLC in Wexford, PA and has over 13 years of experience in the finance industry.

5
John C. Pelusi
CRD#: 6139317
4500 Brooktree Drive, Suite 105, Wexford, PA 15090
88
Wealthminder
score

John Pelusi (CRD# 6139317) is an Investment Advisor Representative working at Socius Family Office, LLC in Wexford, PA and has over 3 years of experience in the finance industry.

6
Mark H. Renz
CRD#: 2606707
200 East Las Olas Boulevard, Suite 1550, Fort Lauderdale, FL 33301
68
Wealthminder
score

Mark Renz (CRD# 2606707) is an Investment Advisor Representative working at Socius Family Office, LLC in Fort Lauderdale, FL and has over 16 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.