Bastion Fiduciary, LLC
● SEC registered since 2024CRD 333420SEC# 801-131510
Reg. AUM
$125.2M
Employees
7
Accounts
437
Location
—
Bastion Fiduciary, LLC assets under management
Bastion Fiduciary, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $125.2 million in regulatory assets under management and employs 7 people.
Bastion Fiduciary, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cale Michael Smith Control | Ceo | Over 75% | 2024 |
| Jeffrey Scott Alderfer Control | Cco | Under 5% | 2024 |
Frequently asked questions
How much does Bastion Fiduciary, LLC manage?
Bastion Fiduciary, LLC reports $125.2 million in regulatory assets under management on its Form ADV.
How many employees does Bastion Fiduciary, LLC have?
Bastion Fiduciary, LLC reports 7 employees.
Does Bastion Fiduciary, LLC disclose fund performance?
Bastion Fiduciary, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (786) 706-6651 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.2M▼ 14%
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$125.2Mregulatory AUM
Discretionary $125.2M