Db Fitzpatrick is an SEC registered investment adviser organized as a corporation with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 25, 2026, reports $487M in regulatory assets under management, 10 employees, and 106 accounts.
Assets Under Management
$487M
Employees
10
Offices
--
Total Clients
93
Primary office
BOISE, ID
800 W MAIN STREET, SUITE 1200, BOISE, ID, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.7% of total clients.
Top client categories% of clientsClients
1
HNWI
52.7%
49
2
Individuals
47.3%
44
Categories with <5 clients
A PRIVATE COLLEGE<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$487Mas of March 25, 2026
Discretionary99.1%
$482M
99% of total RAUM99.1%
Non-discretionary0.9%
$5M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$487M
Total Accounts106
10Y AUM Change+$41M (+9.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee9:1
10Y Employee Change-1 (-9.1%)
* 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.