Investment adviser · CRD 149694
PRECISION FIDUCIARY PARTNERS, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Jul 10, 2026
- Regulatory AUM
- $24.1B Form ADV · Item 5.F
- Client accounts
- 4,224 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 8 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 | 4,045 | $20,210,993,322 | 83.9% |
| Government entities | 29 | $3,345,109,393 | 13.9% |
| Pooled investment vehicles | 70 | $523,273,186 | 2.2% |
Filing source
Form ADV 2118838 · Jul 10, 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: Jul 10, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300AUSTIN, TX, 78730, United States
CRD 149694
Filing source
Form ADV 2118838 · Jul 10, 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.