FIDUCIARY ADVISORS, INC.

RIASEC RegisteredEst. 2000

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 registered investment adviser organized as a corporation and operating since 2000. The firm serves both individuals and families as well as institutional clients and functions as a capital allocator, directing client capital into external managers and pooled vehicles in addition to managing public securities. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension-related consulting services, and educational seminars. Compensation is primarily by percentage of assets under management, with the firm also offering hourly and fixed-fee engagements. The firm was named on FA Magazine’s Top RIA Firms list in 2020. Filings indicate the firm is not an active ESG investor.