COTTONWOOD HEIGHTS, UTCRD 104189Latest ADV March 29, 2026
Fiduciary Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cottonwood Heights, UT. Its latest Form ADV filing, dated March 29, 2026, reports $520M in regulatory assets under management, 2 employees, and 56 accounts.
Assets Under Management
$520M
Employees
2
Offices
--
Total Clients
56
Primary office
COTTONWOOD HEIGHTS, UT
6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.1% of total clients.
Top client categories% of clientsClients
1
Individuals
91.1%
51
2
Pension Plans
8.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$520Mas of March 29, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$520M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$520M
Total Accounts56
10Y AUM Change+$183M (+54.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee28:1
10Y Employee Change-7 (-77.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.