{
  "crd_number": 105671,
  "slug": "db-fitzpatrick-boise-id-105671",
  "primary_business_name": "DB FITZPATRICK",
  "legal_name": "D.B. FITZPATRICK & CO., INC.",
  "dbas": [
    "DB FITZPATRICK"
  ],
  "city": "Boise",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-11-15",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 487007072.0,
  "raum_discretionary": 482484551.0,
  "raum_non_discretionary": 4522521.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 10286049.0,
      "count": null,
      "description": "A PRIVATE COLLEGE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 29160473.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 12629260.0,
      "count": 44
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 215936966.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 22055841.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 96200154.0,
      "count": 49
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 100738329.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "ID",
    "NE",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://dbfitzpatrick.com",
    "https://linkedin.com/company/d-b-fitzpatrick-&-co-/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105671",
  "city_as_filed": "BOISE",
  "url": "https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671",
  "display_name": "DB Fitzpatrick",
  "summary": "DB Fitzpatrick is an SEC-registered investment advisory firm in Boise, ID, registered since 1984, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. DB Fitzpatrick (CRD 105671): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is DB Fitzpatrick compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), DB Fitzpatrick reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is DB Fitzpatrick located?",
      "a": "DB Fitzpatrick's principal office is in Boise, ID, according to its Form ADV."
    },
    {
      "q": "Is DB Fitzpatrick registered with the SEC or a state?",
      "a": "DB Fitzpatrick is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105671."
    },
    {
      "q": "How much does DB Fitzpatrick manage?",
      "a": "DB Fitzpatrick reports $487,007,072 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary)."
    },
    {
      "q": "How have DB Fitzpatrick's assets and staff changed since 2021?",
      "a": "In the Form ADV data for DB Fitzpatrick: Regulatory assets under management: $435,603,190 in the October 2021 data and $487,007,072 in the October 2026 data, up 12%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does DB Fitzpatrick serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (44)."
    },
    {
      "q": "Which custodians does DB Fitzpatrick use?",
      "a": "DB Fitzpatrick's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Principal Custody Solutions, The Bank of New York Mellon and US Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does DB Fitzpatrick report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105671"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 435603190.0,
      "total_employees": 11,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 499044171.0,
      "total_employees": 10,
      "filing_date": "2022-02-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 442187642.0,
      "total_employees": 11,
      "filing_date": "2023-02-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 476322955.0,
      "total_employees": 10,
      "filing_date": "2024-04-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 484155793.0,
      "total_employees": 10,
      "filing_date": "2025-04-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 487007072.0,
      "total_employees": 10,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Principal Custody Solutions",
      "name_as_filed": "PRINCIPAL CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 44,
      "fewer_than_5": false,
      "raum": 12629260.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 96200154.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 29160473.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 215936966.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 22055841.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 100738329.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 10286049.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105671",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}