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 Aug 17, 2026

Regulatory AUM

$487.0M

Above cohort median (national)

Discretionary AUM

$482.5M

Non-discretionary $4.5M

Clients

106 accounts

Employees

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
Website: https://www.linkedin.com/company/d-b-fitzpatrick-&-co-/about/

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, 5G

Compensation

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 11

This 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.