# Fiduciary Advisors, Inc.

> Fiduciary Advisors, Inc. is an SEC-registered investment advisory firm in St. Louis, MO, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 108239
- Filed as: FIDUCIARY ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Louis, MO
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108239
- AdvisorCensus page: https://advisorcensus.com/firm/fiduciary-advisors-inc-st-louis-mo-108239

## Quick answers

**How is Fiduciary Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fiduciary Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Fiduciary Advisors, Inc. charge?**
Its Form ADV Part 2A brochure dated March 19, 2026 states: Hourly rate: $100 to $300 an hour (Financial Planning and Investment Consulting Fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fiduciary Advisors, Inc. located?**
Fiduciary Advisors, Inc.'s principal office is in St. Louis, MO, according to its Form ADV.

**Is Fiduciary Advisors, Inc. registered with the SEC or a state?**
Fiduciary Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108239.

**How much does Fiduciary Advisors, Inc. manage?**
Fiduciary Advisors, Inc. reports $2,104,938,989 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (96% discretionary).

**How have Fiduciary Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Fiduciary Advisors, Inc.: Regulatory assets under management: $1,218,286,740 in the October 2021 data and $2,104,938,989 in the October 2026 data, up 73%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiduciary Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (55); individuals (other than high net worth individuals) (52); pension and profit sharing plans (but not the plan participants or government pension plans) (29).

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

**Does Fiduciary Advisors, Inc. 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/108239

**What changed in Fiduciary Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,731,300,456 to $2,104,938,989 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Hourly rate: $100 to $300 an hour (Financial Planning and Investment Consulting Fees)

> Fiduciary Advisors may charge an hourly fee based on an hourly rate of $100 to $300 per hour or on an agreed upon fixed fee.

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.
- Vanguard

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: $2,104,938,989
- Discretionary: $2,016,790,094
- Non-discretionary: $88,148,895

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $21,957,551 |
| High net worth individuals | 55 | $175,442,470 |
| 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) | 29 | $1,788,754,735 |
| Charitable organizations | 3 | $8,003,328 |
| State or municipal government entities (including government pension plans) | 3 | $110,320,879 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $460,026 |
| Other | 0 | $0 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2000 (26 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fiduciaryadv.com](https://fiduciaryadv.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,218,286,740 | 6 | March 25, 2021 |
| October 2022 | $1,351,414,573 | 6 | March 24, 2022 |
| October 2023 | $1,140,878,743 | 4 | March 8, 2023 |
| October 2024 | $1,541,488,163 | 4 | March 11, 2024 |
| October 2025 | $1,731,300,456 | 4 | March 25, 2025 |
| October 2026 | $2,104,938,989 | 4 | March 19, 2026 |

Regulatory assets under management: $1,218,286,740 in the October 2021 data and $2,104,938,989 in the October 2026 data, up 73%.
Total employees: 6 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,731,300,456 to $2,104,938,989 (+22%).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiduciary Advisors, Inc. (CRD 108239): Form ADV filing data as of October 2026.