Fund Direct Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 5, 2026, reports $593M in regulatory assets under management, 4 employees, and 156 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 41.9% of total clients.
Top client categories% of clientsClients
1
Individuals
41.9%
65
2
Pension Plans
41.9%
65
3
HNWI
16.1%
25
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$593Mas of March 5, 2026
Discretionary8.4%
$50M
8% of total RAUM8.4%
Non-discretionary91.6%
$543M
92% of total RAUM91.6%
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$593M
Total Accounts156
10Y AUM Change$-57M (-8.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change-5 (-55.6%)
* 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.