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Brian Timothy Houts

Brian T. Houts

FRAZIER FINANCIAL ADVISORS
Columbus, OH 43221
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CRD#: 5903521
Brian Timothy Houts

Professional summary


Brian Timothy Houts, CFP® is a registered financial advisor currently at FRAZIER FINANCIAL ADVISORS, LLC located in Columbus, Ohio and PRIVATE CLIENT SERVICES, LLC located in Columbus, Ohio.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Brian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. Houts is a registered representative with Private Client Services, LLC ("PCS"). PCS is a diversified financial services company engaged in the sale of specialized investment products. In this capacity, Mr. Houts may recommend securities or insurance products offered by PCS as part of a client's investment portfolio 2) Ash Brokerage. 888 S Harrison St, #900 Fort Wayne, IN 46802. BGA. Independent agent. 5 hrs/mo; 5 during trading hrs. 3) Financial Planning Association. 7385 State Route 3, Suite 52, Westerville, OH 43082. 4) Central Chapter of FPA. Board member, director of sponsorships. 4 hrs/mo; 2 during trading hrs. 5) Frazier Financial Advisors LLC. 1690 W Lane Ave, Suite 280, Columbus, OH 43221. RIA. 160 hrs/mo; 120 during trading hrs.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brian Timothy Houts's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2013

Experience


Current

April 30, 2018 - Present

FRAZIER FINANCIAL ADVISORS, LLC

Office #1: 1690 West Lane Avenue Suite 280, Columbus, OH 43221
RIA
CRD#: 106649
Columbus, OH
Current

October 24, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1690 W Lane Ave, Ste 280, Columbus, OH 43221
RIA
BD
CRD#: 120222
Columbus, OH
Past

March 5, 2018 - October 24, 2022

TRIAD ADVISORS LLC

BD
CRD#: 25803
Columbus, OH
Past

July 15, 2011 - February 1, 2018

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
POWELL, OH
Past

April 27, 2011 - February 1, 2018

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
POWELL, OH

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649 / SEC#: 801-50432

RIA
Registered Investment Advisory firm - (10/23/1995 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(10/24/2022)
RR
Arkansas
(9/25/2025)
RR
California
(10/24/2022)
RR
Colorado
(10/24/2022)
RR
Connecticut
(10/24/2022)
RR
Florida
(10/24/2022)
RR
Indiana
(10/24/2022)
RR
Kansas
(10/24/2022)
RR
Kentucky
(10/24/2022)
RR
Michigan
(10/24/2022)
RR
Minnesota
(10/24/2022)
RR
Missouri
(10/24/2022)
RR
Nevada
(10/24/2022)
RR
North Carolina
(10/26/2022)
IAR
Ohio
(4/30/2018)
RR
Ohio
(10/24/2022)
RR
Oregon
(10/24/2022)
RR
Pennsylvania
(10/24/2022)
RR
South Carolina
(10/24/2022)
RR
Tennessee
(10/1/2024)
RR
Texas
(10/24/2022)
IAR
Texas
(2/28/2024)
RR
Vermont
(10/24/2022)
RR
Virginia
(10/24/2022)
RR
Washington
(10/24/2022)
RR
Wisconsin
(10/24/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2011
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


FF
FRAZIER FINANCIAL ADVISORS, LLC
FRAZIER FINANCIAL ADVISORS | JAMES ARTHUR FRAZIER | FRAZIER JAMES ARTHUR | FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649 / SEC#: 801-50432

RIA
Registered Investment Advisory firm - (10/23/1995 Approved)
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Contact information


Main Address
1690 West Lane Avenue Suite 280, Columbus, OH 43221
Mailing Address
Phone number
(614) 793-8297
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (19 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRAZIER PART 2A OF FORM ADV (3/13/2025)

Regulatory assets under management


Total Number of Accounts3,751
AUM (Assets Under Management)$ 929,855,340

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/16/2025
Cover Page
04/07/2025
01/25/2024
10/26/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FRAZIER FINANCIAL ADVISORS, LLC

CRD#: 106649Columbus, OH 43221

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