# Fellowship Financial Group

> Fellowship Financial Group is an SEC-registered investment advisory firm in Maitland, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 154103
- Filed as: FELLOWSHIP FINANCIAL GROUP
- Legal name: Fellowship Investment Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154103
- AdvisorCensus page: https://advisorcensus.com/firm/fellowship-financial-group-maitland-fl-154103

## Quick answers

**How is Fellowship Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Fellowship Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**What does Fellowship Financial Group's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fellowship Financial Group located?**
Fellowship Financial Group's principal office is in Maitland, FL, according to its Form ADV.

**Is Fellowship Financial Group registered with the SEC or a state?**
Fellowship Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 154103.

**How much does Fellowship Financial Group manage?**
Fellowship Financial Group reports $175,871,399 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Fellowship Financial Group's assets and staff changed since 2024?**
In the Form ADV data for Fellowship Financial Group: Regulatory assets under management: $125,973,862 in the October 2024 data and $175,871,399 in the October 2026 data, up 40%. Total employees: 7 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fellowship Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (456); high net worth individuals (33); corporations or other businesses not listed above (3).

**Which custodians does Fellowship Financial Group use?**
Fellowship Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Fellowship Financial Group 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/154103

**What changed in Fellowship Financial Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $151,844,183 to $175,871,399 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> Our fee for portfolio management services is based on a percentage of your assets we manage. This annual fee ranges from 0.5% to 2.0%, depending on the size, type and complexity of a your account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $175,871,399
- Discretionary: $175,510,862
- Non-discretionary: $360,537

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 456 | $115,276,459 |
| High net worth individuals | 33 | $52,030,781 |
| Corporations or other businesses not listed above | 3 | $8,564,159 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fellowshipia.com
- Facebook @fellowshipfinancialgroup
- LinkedIn @michael-eastham
- YouTube @UCfnhdF6qIbq5hp6cV8gNGhQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,973,862 | 7 | June 12, 2024 |
| October 2025 | $151,844,183 | 6 | February 26, 2025 |
| October 2026 | $175,871,399 | 7 | March 10, 2026 |

Regulatory assets under management: $125,973,862 in the October 2024 data and $175,871,399 in the October 2026 data, up 40%.
Total employees: 7 in October 2024 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $151,844,183 to $175,871,399 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fellowship Financial Group (CRD 154103): Form ADV filing data as of October 2026.