BASTION FIDUCIARY

Legal name: BASTION FIDUCIARY, LLC

CRD 333420File 801-131510

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$125.2M

Bottom 25% of cohort (national)

Discretionary AUM

$125.2M

Clients

242

437 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Nov 26, 2024
Principal office: Not reported
Phone: (786) 706-6651
Website: https://www.lastbastion.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $125.2M
Discretionary AUM: $125.2M
Non-discretionary AUM: $0
Discretionary accounts: 437
Non-discretionary accounts: 0
Total accounts: 437
AUM per client: $517K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$240K
Investment companies	1	$23.9M
Pension and profit sharing plans	4	$8.5M
Individuals (other than high net worth individuals)	235	$92.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Publications
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for investment companies
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 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.