← Directory
DB FITZPATRICK
Legal name: D.B. FITZPATRICK & CO., INC.
CRD 105671File 801-22733
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$487.0M
Above cohort median (national)
Discretionary AUM
$482.5M
Non-discretionary $4.5M
Clients
93
106 accounts
Employees
10
Above cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 15, 1984
- Principal office
- 800 W MAIN STREET, SUITE 1200, BOISE, ID, 83702-5778
- Phone
- 208-342-2280
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $487.0M
- Discretionary AUM
- $482.5M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 102
- Non-discretionary accounts
- 4
- Total accounts
- 106
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $100.7M |
| Insurance companies | Fewer than 5 | $22.1M |
| Charitable organizations | Fewer than 5 | $29.2M |
| High net worth individuals | 49 | $96.2M |
| State or municipal government entities | Fewer than 5 | $215.9M |
| Individuals (other than high net worth individuals) | 44 | $12.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 96 | 93 | decreased by3 |
| Mar 1, 2026 | AUM | $484,155,793 | $487,007,072 | increased by$2,851,279 |
| Mar 1, 2026 | Accounts | 109 | 106 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 118 | 96 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $499,044,171 | $484,155,793 | decreased by$14,888,378 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 132 | 109 | decreased by23 |
| Mar 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Mar 1, 2022 | Clients | 100 | 118 | increased by18 |
| Mar 1, 2022 | AUM | $435,603,190 | $499,044,171 | increased by$63,440,981 |
| Mar 1, 2022 | Accounts | 114 | 132 | increased by18 |
| Nov 1, 2021 | Custody | No | Yes | |
| 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 “DB FITZPATRICK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DB FITZPATRICK” 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.