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FIDUCIARY ADVISORS, LLC
CRD 104189File 801-72971
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$520.2M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $520.2M
Clients
56
56 accounts
Employees
2
Above cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 3, 2012
- Principal office
- 6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, 84047
- Phone
- 801-492-7341
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $520.2M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $520.2M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 56
- Total accounts
- 56
- AUM per client
- $9.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 5 | $518.5M |
| Individuals (other than high net worth individuals) | 51 | $1.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.