# Fundify Advisors LLC

> Fundify Advisors LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 319004
- Filed as: FUNDIFY ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319004
- AdvisorCensus page: https://advisorcensus.com/firm/fundify-advisors-llc-austin-tx-319004

## Quick answers

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

**Where is Fundify Advisors LLC located?**
Fundify Advisors LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Fundify Advisors LLC registered with the SEC or a state?**
Fundify Advisors LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 319004.

**How much does Fundify Advisors LLC manage?**
Fundify Advisors LLC reports $888,512 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Fundify Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Fundify Advisors LLC: Regulatory assets under management: $0 in the October 2023 data and $888,512 in the October 2026 data. Total employees: 1 in October 2023 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fundify Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9,265); high net worth individuals (129).

**Which custodians does Fundify Advisors LLC use?**
Fundify Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists North Capital Private Securities Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Fundify Advisors LLC 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/319004

**What changed in Fundify Advisors LLC's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 6 to 3. 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))
- North Capital Private Securities 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: $888,512
- Discretionary: $888,512
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9,265 | $862,416 |
| High net worth individuals | 129 | $26,096 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| 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 | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fundify.com
- tiktok/@fundify
- Facebook @Fundify
- Instagram @fundify
- LinkedIn @fundify-inc
- X @fundify
- YouTube @fundifyTV

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 1 | August 10, 2023 |
| October 2024 | $0 | 3 | September 17, 2024 |
| October 2025 | $65,051 | 3 | March 31, 2025 |
| October 2026 | $888,512 | 3 | July 31, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $888,512 in the October 2026 data.
Total employees: 1 in October 2023 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 6 to 3.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 3 to 6.
- Regulatory assets under management went from $65,051 to $888,512 (+1266%).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fundify Advisors LLC (CRD 319004): Form ADV filing data as of October 2026.