# Fiera Capital Inc.

> Fiera Capital Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1972, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 113638
- Filed as: FIERA CAPITAL INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113638
- AdvisorCensus page: https://advisorcensus.com/firm/fiera-capital-inc-new-york-ny-113638

## Quick answers

**How is Fiera Capital Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fiera Capital Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fiera Capital Inc. located?**
Fiera Capital Inc.'s principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Fiera Capital Inc. registered with the SEC or a state?**
Fiera Capital Inc. is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 113638.

**How much does Fiera Capital Inc. manage?**
Fiera Capital Inc. reports $17,275,502,671 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (99% discretionary).

**How have Fiera Capital Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Fiera Capital Inc.: Regulatory assets under management: $28,629,989,769 in the October 2021 data and $17,275,502,671 in the October 2026 data, down 40%. Total employees: 141 in October 2021 and 95 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiera Capital Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3,087); individuals (other than high net worth individuals) (509); corporations or other businesses not listed above (438).

**Which custodians does Fiera Capital Inc. use?**
Fiera Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co., Goldman Sachs & Co. LLC, JP Morgan Chase Bank, N.A. and State Street Bank Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Fiera Capital Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113638

**What changed in Fiera Capital Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Brown Brothers Harriman & Co.
- Goldman Sachs & Co. LLC
- JP Morgan Chase Bank, N.A.
- State Street Bank Corporation

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: $17,275,502,671
- Discretionary: $17,188,404,437
- Non-discretionary: $87,098,234

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 509 | $249,602,964 |
| High net worth individuals | 3,087 | $5,659,291,426 |
| Investment companies | 3 | $351,639,180 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $2,534,125,229 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 67 | $837,021,875 |
| Charitable organizations | 98 | $530,422,653 |
| State or municipal government entities (including government pension plans) | 18 | $2,927,157,963 |
| Corporations or other businesses not listed above | 438 | $4,008,319,749 |
| Other | 400 | $177,921,632 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1972 (53 years)
- Employees: 95 total, 37 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113638

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boston, MA
- Dayton, OH

### Websites listed on Form ADV (Item 1.I)
- [fieracapital.com/en-us](https://fieracapital.com/en-us)
- LinkedIn @FIERACAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $28,629,989,769 | 141 | March 22, 2021 |
| October 2022 | $27,284,143,069 | 121 | March 28, 2022 |
| October 2023 | $21,649,095,344 | 111 | May 15, 2023 |
| October 2024 | $21,425,823,296 | 112 | August 13, 2024 |
| October 2025 | $19,556,063,153 | 109 | March 25, 2025 |
| October 2026 | $17,275,502,671 | 95 | August 21, 2026 |

Regulatory assets under management: $28,629,989,769 in the October 2021 data and $17,275,502,671 in the October 2026 data, down 40%.
Total employees: 141 in October 2021 and 95 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).
- Regulatory assets under management went from $19,556,063,153 to $17,275,502,671 (-12%).

### January 2026
- Changed its office addresses in Boston, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiera Capital Inc. (CRD 113638): Form ADV filing data as of October 2026.