Fellowship Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maitland, FL. Its latest Form ADV filing, dated March 10, 2026, reports $176M in regulatory assets under management, 7 employees, and 1,025 accounts.
Assets Under Management
$176M
Employees
7
Offices
--
Total Clients
492
Primary office
MAITLAND, FL
630 N WYMORE ROAD, #304, MAITLAND, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.7% of total clients.
Top client categories% of clientsClients
1
Individuals
92.7%
456
2
HNWI
6.7%
33
3
Corporations
0.6%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 10, 2026
Discretionary99.8%
$176M
100% of total RAUM99.8%
Non-discretionary0.2%
$361K
0% of total RAUM0.2%
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$176M
Total Accounts1,025
10Y AUM Change+$64M (+57.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee70:1
10Y Employee Change+3 (+75.0%)
* 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.