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FIDUCIARY ADVISORS, LLC
CRD 104189File 801-72971
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 50 | 56 | increased by6 |
| Apr 1, 2026 | AUM | $464,470,156 | $520,231,740 | increased by$55,761,584 |
| Apr 1, 2026 | Accounts | 50 | 56 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 50 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $406,882,886 | $464,470,156 | increased by$57,587,270 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 50 | increased by40 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | AUM | $361,226,320 | $406,882,886 | increased by$45,656,566 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIARY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIARY ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.