# DB Fitzpatrick

> 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.

- CRD: 105671
- Filed as: DB FITZPATRICK
- Legal name: D.B. Fitzpatrick & Co., Inc.
- Also doing business as: DB FITZPATRICK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105671
- AdvisorCensus page: https://advisorcensus.com/firm/db-fitzpatrick-boise-id-105671

## Quick answers

**How is DB Fitzpatrick compensated?**
On its Form ADV (Item 5.E, October 2026), DB Fitzpatrick reports these compensation arrangements: a percentage of assets under its management.

**Where is DB Fitzpatrick located?**
DB Fitzpatrick's principal office is in Boise, ID, according to its Form ADV.

**Is DB Fitzpatrick registered with the SEC or a state?**
DB Fitzpatrick is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 105671.

**How much does DB Fitzpatrick manage?**
DB Fitzpatrick reports $487,007,072 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**How have DB Fitzpatrick's assets and staff changed since 2021?**
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.

**What types of clients does DB Fitzpatrick serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (44).

**Which custodians does DB Fitzpatrick use?**
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.

**Does DB Fitzpatrick report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Principal Custody Solutions
- The Bank of New York Mellon
- US Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $487,007,072
- Discretionary: $482,484,551
- Non-discretionary: $4,522,521

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $12,629,260 |
| High net worth individuals | 49 | $96,200,154 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $29,160,473 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $215,936,966 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $22,055,841 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $100,738,329 |
| Other | Fewer than 5 | $10,286,049 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1984 (41 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, NE, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dbfitzpatrick.com
- LinkedIn @d-b-fitzpatrick-&-co-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $435,603,190 | 11 | March 29, 2021 |
| October 2022 | $499,044,171 | 10 | February 28, 2022 |
| October 2023 | $442,187,642 | 11 | February 28, 2023 |
| October 2024 | $476,322,955 | 10 | April 15, 2024 |
| October 2025 | $484,155,793 | 10 | April 30, 2025 |
| October 2026 | $487,007,072 | 10 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DB Fitzpatrick (CRD 105671): Form ADV filing data as of October 2026.