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, SEC‑registered registered investment adviser (since 2000) organized as a corporation and owned by an individual. The firm acts as a capital allocator for both high‑net‑worth individuals and families as well as institutional clients. Its advisory offering spans financial planning, portfolio management for individuals and for businesses/institutions, pension consulting, manager selection, and educational seminars/workshops. Fee arrangements include percentage of assets under management, hourly charges and fixed fees. The firm is not flagged as an active ESG investor. It also describes itself as a selector of other advisers, which complements its role in sourcing external managers for non‑public strategies.