# Fund Advisors of America Inc

> Fund Advisors of America Inc is an SEC-registered investment advisory firm in Orlando, FL, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 112567
- Filed as: FUND ADVISORS OF AMERICA INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112567
- AdvisorCensus page: https://advisorcensus.com/firm/fund-advisors-of-america-inc-orlando-fl-112567

## Quick answers

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

**Where is Fund Advisors of America Inc located?**
Fund Advisors of America Inc's principal office is in Orlando, FL, according to its Form ADV.

**Is Fund Advisors of America Inc registered with the SEC or a state?**
Fund Advisors of America Inc is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 112567.

**How much does Fund Advisors of America Inc manage?**
Fund Advisors of America Inc reports $149,410,840 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Fund Advisors of America Inc's assets and staff changed since 2021?**
In the Form ADV data for Fund Advisors of America Inc: Regulatory assets under management: $101,856,000 in the October 2021 data and $149,410,840 in the October 2026 data, up 47%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fund Advisors of America Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (553); high net worth individuals (32).

**Which custodians does Fund Advisors of America Inc use?**
Fund Advisors of America Inc'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 Fund Advisors of America 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/112567

**Does Fund Advisors of America Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We generally require a minimum initial investment of $100,000 to open a managed account; however, we retain the right to waived or reduced this minimum if we feel circumstances are warranted."

**What changed in Fund Advisors of America Inc's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $131,999,921 to $149,410,840 (+13%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum initial investment of $100,000 to open a managed account; however, we retain the right to waived or reduced this minimum if we feel circumstances are warranted.

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: $149,410,840
- Discretionary: $149,410,840
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 553 | $95,223,589 |
| High net worth individuals | 32 | $54,187,251 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2000 (26 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, PA, SC, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fundadvisorsofamerica.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,856,000 | 3 | February 25, 2021 |
| October 2022 | $123,600,000 | 3 | March 7, 2022 |
| October 2023 | $101,329,264 | 3 | February 23, 2023 |
| October 2024 | $106,146,828 | 3 | March 8, 2024 |
| October 2025 | $131,999,921 | 3 | March 14, 2025 |
| October 2026 | $149,410,840 | 3 | February 26, 2026 |

Regulatory assets under management: $101,856,000 in the October 2021 data and $149,410,840 in the October 2026 data, up 47%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $131,999,921 to $149,410,840 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fund Advisors of America Inc (CRD 112567): Form ADV filing data as of October 2026.