Investment adviser · CRD 169039
FIDUCIARY ADVISOR ADVOCATES
Investment adviser filing (IA)
FIDUCIARY ADVISOR ADVOCATES, LLC
· Form ADV filed Apr 24, 2026
- Regulatory AUM
- $106M Form ADV · Item 5.F
- Client accounts
- 89 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $43,400,000 | 40.8% |
| Retirement plans | Fewer than 5 | $23,500,000 | 22.1% |
| Corporations & businesses | Fewer than 5 | $17,500,000 | 16.4% |
| Individuals | 65 | $14,500,000 | 13.6% |
| High-net-worth individuals | 15 | $7,500,000 | 7.0% |
Filing source
Form ADV 2097329 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
CRD 169039
Filing source
Form ADV 2097329 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.