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FUNDIFY ADVISORS LLC
CRD 319004File 801-125725
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.