# Precision Fiduciary Partners, LLC

> Precision Fiduciary Partners, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2013, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 149694
- Filed as: PRECISION FIDUCIARY PARTNERS, LLC
- Also doing business as: PRECISION FIDUCIARY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149694
- AdvisorCensus page: https://advisorcensus.com/firm/precision-fiduciary-partners-llc-austin-tx-149694

## Quick answers

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

**How much does Precision Fiduciary Partners, LLC charge?**
Its Form ADV Part 2A brochure dated July 1, 2026 states: Asset-based fee: 0.05% to 0.75% a year (a range, as the brochure states it); Flat fee: $500 to $200,000 (ERISA Fiduciary Services for Retirement Plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

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

**Is Precision Fiduciary Partners, LLC registered with the SEC or a state?**
Precision Fiduciary Partners, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 149694.

**How much does Precision Fiduciary Partners, LLC manage?**
Precision Fiduciary Partners, LLC reports $24,079,375,901 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (88% discretionary).

**How have Precision Fiduciary Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Precision Fiduciary Partners, LLC: Regulatory assets under management: $12,902,448,562 in the October 2021 data and $24,079,375,901 in the October 2026 data, up 87%. Total employees: 20 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Precision Fiduciary Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (4,045); pooled investment vehicles (other than investment companies and business development companies) (70); state or municipal government entities (including government pension plans) (29).

**Does Precision Fiduciary Partners, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). 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/149694

**Does Precision Fiduciary Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 1, 2026 says: "PFP generally does not impose a minimum account size for establishing a relationship."

**What changed in Precision Fiduciary Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Added the business name Precision Fiduciary Partners, LLC. Item 11 disclosure answers changed: 3 yes answers, previously 0 (now yes: 11.C(2), 11.C(4), 11.C(5)). Changed its legal name from Leafhouse Financial Advisors, LLC to Precision Fiduciary Partners, LLC. 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

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Asset-based fee: 0.05% to 0.75% a year (a range, as the brochure states it)

> The fees for ERISA Fiduciary Services for Retirement Plans will typically be between 0.05% and 0.75%. The fee will be negotiated by PFP and the Client

- Account minimum: None

> PFP generally does not impose a minimum account size for establishing a relationship.

- Flat fee: $500 to $200,000 (ERISA Fiduciary Services for Retirement Plans)

> PFP may also negotiate a flat fee for these services. Flat fees will generally be between $500 and $200,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $24,079,375,901
- Discretionary: $21,143,750,089
- Non-discretionary: $2,935,625,812

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 70 | $523,273,186 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4,045 | $20,210,993,322 |
| State or municipal government entities (including government pension plans) | 29 | $3,345,109,393 |

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

### Firm details
- Registered since: 2013 (12 years)
- Employees: 17 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, 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, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

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/149694

### Websites listed on Form ADV (Item 1.I)
- mesirow.com
- mesirowfinancial.com
- Facebook @mesirowfinancial
- X @mesirowfin
- YouTube @mesirowfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,902,448,562 | 20 | March 17, 2021 |
| October 2022 | $15,453,585,811 | 23 | March 28, 2022 |
| October 2023 | $14,128,243,774 | 17 | June 7, 2023 |
| October 2024 | $17,004,947,985 | 25 | March 4, 2024 |
| October 2025 | $20,715,751,858 | 27 | July 7, 2025 |
| October 2026 | $24,079,375,901 | 17 | July 10, 2026 |

Regulatory assets under management: $12,902,448,562 in the October 2021 data and $24,079,375,901 in the October 2026 data, up 87%.
Total employees: 20 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Added the business name Precision Fiduciary Partners, LLC.
- Item 11 disclosure answers changed: 3 yes answers, previously 0 (now yes: 11.C(2), 11.C(4), 11.C(5)).
- Changed its legal name from Leafhouse Financial Advisors, LLC to Precision Fiduciary Partners, LLC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $20,715,751,858 to $24,093,101,856 (+16%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Precision Fiduciary Partners, LLC (CRD 149694): Form ADV filing data as of October 2026.