FELLOWSHIP FINANCIAL GROUP

Legal name: FELLOWSHIP INVESTMENT ADVISORS, LLC

CRD 154103File 801-129083

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$175.9M

Bottom 25% of cohort (national)

Discretionary AUM

$175.5M

Non-discretionary $361K

Clients

492

1,025 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 20, 2023
Principal office: 630 N WYMORE ROAD, #304, MAITLAND, FL, 32751
Phone: 407-949-5888
Website: https://www.facebook.com/fellowshipfinancialgroup/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $175.9M
Discretionary AUM: $175.5M
Non-discretionary AUM: $361K
Discretionary accounts: 1,017
Non-discretionary accounts: 8
Total accounts: 1,025
AUM per client: $357K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$8.6M
High net worth individuals	33	$52.0M
Individuals (other than high net worth individuals)	456	$115.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — THIRD PARTY ADVISOR FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 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.