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FIDUCIARY ADVISORS, INC.
CRD 108239File 801-57763
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.10B
Top 25% of cohort (national)
Discretionary AUM
$2.02B
Non-discretionary $88.1M
Clients
143
431 accounts
Employees
4
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 13, 2000
- Principal office
- 12813 FLUSHING MEADOWS DR, SUITE 280, ST. LOUIS, MO, 63131
- Phone
- 314-726-5150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.10B
- Discretionary AUM
- $2.02B
- Non-discretionary AUM
- $88.1M
- Discretionary accounts
- 373
- Non-discretionary accounts
- 58
- Total accounts
- 431
- AUM per client
- $14.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $460K |
| Charitable organizations | Fewer than 5 | $8.0M |
| High net worth individuals | 55 | $175.4M |
| Pension and profit sharing plans | 29 | $1.79B |
| State or municipal government entities | Fewer than 5 | $110.3M |
| Individuals (other than high net worth individuals) | 52 | $22.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 133 | 143 | increased by10 |
| Apr 1, 2026 | AUM | $1,731,300,456 | $2,104,938,989 | increased by$373,638,533 |
| Apr 1, 2026 | Accounts | 388 | 431 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 122 | 133 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,351,414,573 | $1,731,300,456 | increased by$379,885,883 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 335 | 388 | increased by53 |
| Apr 1, 2022 | Clients | 114 | 122 | increased by8 |
| Apr 1, 2022 | AUM | $1,218,286,740 | $1,351,414,573 | increased by$133,127,833 |
| Apr 1, 2022 | Accounts | 311 | 335 | increased by24 |
| 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.