Investment adviser · CRD 104189
FIDUCIARY ADVISORS, LLC
Investment adviser filing (IA)
COTTONWOOD HEIGHTS, UT, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $520M Form ADV · Item 5.F
- Client accounts
- 56 Accounts, not individual clients
- Employees
- 2 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 |
|---|---|---|---|
| Retirement plans | 5 | $518,509,688 | 99.7% |
| Individuals | 51 | $1,722,052 | 0.3% |
Filing source
Form ADV 2124780 · Aug 11, 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: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6975 S UNION PARK CTR, #644COTTONWOOD HEIGHTS, UT, 84047, United States
CRD 104189
Filing source
Form ADV 2124780 · Aug 11, 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.