INVESTMENTS ADVISOR

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.

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.