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FUNDIFY ADVISORS LLC
CRD 319004File 801-125725
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$889K
Bottom 25% of cohort (national)
Discretionary AUM
$889K
Clients
9,394
9,393 accounts
Employees
3
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 15, 2023
- Principal office
- 5900 BALCONES DRIVE, #7078, AUSTIN, TX, 78731
- Phone
- 512-645-1010
- Website
- http://www.Fundify.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $889K
- Discretionary AUM
- $889K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 9,393
- Non-discretionary accounts
- 0
- Total accounts
- 9,393
- AUM per client
- $95
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 129 | $26K |
| Individuals (other than high net worth individuals) | 9,265 | $862K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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
- 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 6 | 3 | decreased by3 |
| Apr 1, 2026 | Employees | 3 | 6 | increased by3 |
| Apr 1, 2026 | Clients | 3,485 | 9,394 | increased by5,909 |
| Apr 1, 2026 | AUM | $65,051 | $888,512 | increased by$823,461 |
| Apr 1, 2026 | Accounts | 3,485 | 9,393 | increased by5,908 |
| Jan 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FUNDIFY ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FUNDIFY 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.