AUSTIN, TXCRD 149694Registration Status: ApprovedEffective since November 18, 2013Latest ADV July 10, 2026
Precision Fiduciary Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated July 10, 2026, reports $24.1B in regulatory assets under management, 17 employees, 1 office, and 4,224 accounts.
Assets Under Management
$24.1B
Employees
17
Offices
1 office
Total Clients
4,144
Primary office
AUSTIN, TX
6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 97.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
97.6%
4,045
2
Pooled Investment Vehicles
1.7%
70
3
Government
0.7%
29
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$24.1Bas of July 10, 2026
Discretionary87.8%
$21.1B
88% of total RAUM87.8%
Non-discretionary12.2%
$2.9B
12% of total RAUM12.2%
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.
Total AUM$24.1B
Total Accounts4,224
10Y AUM Change+$22.6B (+1505.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee244:1
10Y Employee Change+9 (+112.5%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.