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FI401K ADVISORS
Legal name: FI401K ADVISORS, LLC
CRD 168408File 801-107736
APPROVED
Disclosure events
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$915.0M
Above cohort median (national)
Discretionary AUM
$681.4M
Non-discretionary $233.6M
Clients
305
305 accounts
Employees
2
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 22, 2016
- Principal office
- 9137 EAST MINERAL CIRCLE, SUITE 210, CENTENNIAL, CO, 80112
- Phone
- 303-495-5890
- Website
- HTTP://WWW.FI401K.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $915.0M
- Discretionary AUM
- $681.4M
- Non-discretionary AUM
- $233.6M
- Discretionary accounts
- 163
- Non-discretionary accounts
- 142
- Total accounts
- 305
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 305 | $915.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
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 11- Q11
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.