D.b. Fitzpatrick & Co., Inc.
● SEC registered since 1984CRD 105671SEC# 801-22733Boise, ID
Reg. AUM
$487M
Employees
10
Accounts
106
Location
Boise, ID
D.b. Fitzpatrick & Co., Inc. assets under management
D.b. Fitzpatrick & Co., Inc. is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 1984. It reports $487 million in regulatory assets under management and employs 10 people.
D.b. Fitzpatrick & Co., Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Craig Fitzpatrick Control | Chief Executive Officer/Principal | 25-50% | 2019 |
| Dennis Bernard Fitzpatrick Control | Principal | 50-75% | 1984 |
| Tom Walker | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does D.b. Fitzpatrick & Co., Inc. manage?
D.b. Fitzpatrick & Co., Inc. reports $487 million in regulatory assets under management on its Form ADV.
How many employees does D.b. Fitzpatrick & Co., Inc. have?
D.b. Fitzpatrick & Co., Inc. reports 10 employees.
Where is D.b. Fitzpatrick & Co., Inc. located?
D.b. Fitzpatrick & Co., Inc. is based in Boise, ID and has been SEC-registered since 1984.
Does D.b. Fitzpatrick & Co., Inc. disclose fund performance?
D.b. Fitzpatrick & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 W Main Street, Suite 1200, Boise, ID 83702-5778 |
| Phone | 208-342-2280 |
| Fax | 208-342-2448 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$487M▲ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$487Mregulatory AUM
Discretionary $482.5MNon-discretionary $4.5M