Fiduciary Advisors, Inc.

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2B

96% of AUM

Avg account

$4.9M

Accounts

431

Employees

Advisory reps

Firm details

Headquarters: Saint Louis, Missouri
CRD number: 108239
Registered since: July 13, 2000
Website: www.fiduciaryadv.com
Custodians: THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans84.98%
HNWI8.33%
State / Municipal Government5.24%
Individuals1.04%
Charitable Organizations0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiduciary Advisors, Inc. is an independent, SEC-registered investment adviser (registered with the SEC in 2000) that manages assets for both individual/family and institutional clients. The firm operates as a corporation under individual ownership and describes itself as a capital allocator that combines portfolio management with financial planning and advisory services. Its service menu includes portfolio management for individuals, small businesses and institutions, pension consulting support, selection of other advisers, and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. An industry recognition listed for the firm is a 2020 mention in FA Magazine’s Top RIA Firms.