What investments advisor donors give in federal races

Few lines, large mean gift under $5.1M

$5,102,747 is the occupation-level dollar total. 1,457 is the itemization count. 407 is the donor-record count. Dividing dollars by lines yields about $3,502 per contribution. Dividing by donors yields about $12,538 per donor record. The repeat rate is about 4 itemizations per donor record.

1,457 lines is a thin schedule compared with assistant and clinical titles near the same dollar band. The per-line mean of about $3,502 is among the largest means in this slice: dollars accumulated in fewer, larger itemizations. Those means are still arithmetic, not medians.

The packet has no gift-size distribution, no RIA-versus-broker flag, and no party split. A few very large Schedule A lines can dominate $3,502. Quote 1,457 contributions with the dollars so readers do not treat $5.1M as a mass-donor phenomenon.

Investments advisor is not investment advisor

INVESTMENT ADVISOR, FINANCIAL ADVISOR, and INVESTMENT ADVISER — if those strings exist as separate keys — are not rolled into this total unless the bulk extract normalized them to INVESTMENTS ADVISOR. This page cites only $5,102,747, 1,457 contributions, and 407 donors. The plural INVESTMENTS is part of the exact string.

FEC Form 3 and Form 3X collect occupation as free text on itemized Schedule A. FEC.gov publishes what committees reported. There is no SEC Form ADV cross-check. LobbyVault groups rows whose occupation field equals INVESTMENTS ADVISOR after indexing. WEALTH ADVISOR remains another occupation page unless it normalized here.

What 407 donor records can and cannot show

407 donor records used INVESTMENTS ADVISOR on at least one matching itemization. That is not a census of registered advisers. Retired advisers, people who typed the plural spelling once, and forms filled with a spouse’s role can appear. Address variants can split one human into more than one donor record.

A person who listed INVESTMENTS ADVISOR on some gifts and FINANCIAL ADVISOR on others will appear in both occupation totals for the respective lines. Occupation is stored per transaction. The 4-line repeat rate is low for this harvest band: fewer repeat itemizations, larger mean checks.

Do not fold advisor titles into industry money

Industry pages group employer-side categories. An investments advisor at a wirehouse and one at an independent RIA share this occupation string if they typed INVESTMENTS ADVISOR. Adding $5,102,747 to a securities industry total double-counts overlapping itemizations. Use one filter at a time unless you are tracing a single row.

Open the INVESTMENTS ADVISOR occupation page for the indexed line list. Use the occupations index to place this string next to neighboring labels. Independent expenditures are not contributions and are not inside $5,102,747.

How to cite INVESTMENTS ADVISOR

A usable public-record citation names the exact string, including the plural: INVESTMENTS ADVISOR itemizations in FEC bulk data indexed on LobbyVault sum to $5,102,747 on 1,457 contributions from 407 donor records. Add that the figure is itemized occupation money. Unitemized receipts never carry an occupation code, so they never enter the total.

Source: FEC Form 3/3X schedules published on FEC.gov. The facts do not encode party. Recipient committees are a different join. Do not treat the total as a census of working advisers. Compact millions ($5.1M) are the same headline amount as $5,102,747, rounded to one decimal place.

INVESTMENTS ADVISOR as concentrated spelling text

INVESTMENTS ADVISOR in this extract is $5,102,747 on 1,457 itemizations from 407 donor records, or $5.1M in compact millions. Those dollars are itemized activity on FEC Form 3 and Form 3X schedules indexed on LobbyVault from FEC.gov bulk data. Unitemized receipts never carry an occupation code, so they never enter the total. Refunds and memo entries follow FEC presentation in the underlying schedules; this guide does not invent a fourth occupation-level fact.

Arithmetic means on this key are about $3,502 per contribution and about $12,538 per donor record, with roughly 4 itemizations per donor record. Means are not medians. INVESTMENT ADVISOR and FINANCIAL ADVISOR remain other occupation pages unless the extract normalized them to INVESTMENTS ADVISOR. Combining those keys without naming each source total changes the unit from one FEC string to a homemade cluster.

Industry pages group employer-side categories and should not be added to $5,102,747. A public-record citation that stays inside the packet is: occupation equals INVESTMENTS ADVISOR, dollars equal $5,102,747, contributions equal 1,457, donors equal 407. Candidate and committee pages hold the recipient side. LobbyVault does not infer motive from the occupation column.

Researchers who need cycle cuts, employer text, or recipient lists should leave this guide and open the live occupation hub. This file restates harvested packet facts only. Keep the contribution count and the donor-record count in any sentence that quotes the dollars, so readers can see the concentrated shape of INVESTMENTS ADVISOR. Exact-string matching is the method. Anything else is a different query.

Questions

How much have investments advisor donors given in FEC records?

Itemizations that list INVESTMENTS ADVISOR sum to $5,102,747, or $5.1M, across 1,457 contributions and 407 donor records in the LobbyVault index of FEC bulk data. The total is an exact-string occupation filter. Occupation is self-reported free text on FEC Form 3 and Form 3X schedules. Unitemized receipts never enter this occupation total.

Does this include INVESTMENT ADVISOR without the S?

Only if those rows normalized to INVESTMENTS ADVISOR. INVESTMENT ADVISOR is a separate occupation string unless the bulk extract merged it here. This page covers INVESTMENTS ADVISOR: $5,102,747, 1,457 contributions, and 407 donors. Occupation is donor-typed on Form 3 and Form 3X. LobbyVault indexes exact strings from FEC.gov bulk data.

Why is the average contribution so large?

1,457 itemizations from 407 donors yield about $3,502 per contribution and about 4 lines per donor record. Dollars accumulated in fewer, larger itemizations than high-volume titles. Means are not medians. The packet has no gift-size distribution. Occupation is self-reported on FEC Form 3 and Form 3X. Unitemized receipts never enter this total.

Does listing INVESTMENTS ADVISOR prove an SEC registration?

No. Occupation is self-reported free text. The FEC record does not verify Form ADV or an RIA registration. Quote 1,457 contributions and 407 donor records with the dollars. Source: FEC.gov Form 3/3X itemizations indexed on LobbyVault. Unitemized receipts never enter this occupation total.