Fundify Advisors 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 March 31, 2026, reports $888,512 in regulatory assets under management, 6 employees, and 9,393 accounts.
Assets Under Management
$889K
Employees
6
Offices
--
Total Clients
9,394
Primary office
AUSTIN, TX
5900 BALCONES DRIVE, #10888, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.6% of total clients.
Top client categories% of clientsClients
1
Individuals
98.6%
9,265
2
HNWI
1.4%
129
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$889Kas of March 31, 2026
Discretionary100.0%
$889K
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$889K
Total Accounts9,393
10Y AUM Change+$889K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1566:1
10Y Employee Change-9 (-60.0%)
* 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.