# Fundamental Advisors, Inc.

> Fundamental Advisors, Inc. is a state-registered investment advisory firm in Houston, TX, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 122643
- Filed as: FUNDAMENTAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122643
- AdvisorCensus page: https://advisorcensus.com/firm/fundamental-advisors-inc-houston-tx-122643

## Quick answers

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

**Where is Fundamental Advisors, Inc. located?**
Fundamental Advisors, Inc.'s principal office is in Houston, TX, according to its Form ADV.

**Is Fundamental Advisors, Inc. registered with the SEC or a state?**
Fundamental Advisors, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 122643.

**How much does Fundamental Advisors, Inc. manage?**
Fundamental Advisors, Inc. reports $32,990,462 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (94% discretionary).

**What types of clients does Fundamental Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); other (4); high net worth individuals (3).

**Does Fundamental 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122643

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,990,462
- Discretionary: $31,138,552
- Non-discretionary: $1,851,910

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $13,310,488 |
| High net worth individuals | 3 | $17,251,466 |
| Other | 4 | $2,428,508 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fundamental Advisors, Inc. (CRD 122643): Form ADV filing data as of October 2026.