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FUND DIRECT ADVISORS INC.
CRD 155363File 801-77794
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$593.0M
Above cohort median (national)
Discretionary AUM
$50.0M
Non-discretionary $543.0M
Clients
155
156 accounts
Employees
4
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 5, 2013
- Principal office
- 201 STATE STREET, GREENSBORO, NC, 27408
- Phone
- 336-271-4450
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $593.0M
- Discretionary AUM
- $50.0M
- Non-discretionary AUM
- $543.0M
- Discretionary accounts
- 96
- Non-discretionary accounts
- 60
- Total accounts
- 156
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.0M |
| High net worth individuals | 25 | $33.0M |
| Pension and profit sharing plans | 65 | $510.0M |
| Individuals (other than high net worth individuals) | 65 | $25.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- No
- 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 |
|---|---|---|---|
| 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.