Fiduciary Advisors, Inc.
● SEC registered since 2000CRD 108239SEC# 801-57763St. Louis, MO
Reg. AUM
$2.1B
Employees
4
Accounts
431
Location
St. Louis, MO
Fiduciary Advisors, Inc. assets under management
Fiduciary Advisors, Inc. is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2000. It reports $2.1 billion in regulatory assets under management and employs 4 people.
Fiduciary Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Hefele Control | Secretary | Under 5% | 2018 |
| Melinda Anne Trachsel Control | Vice President - Compliance | 25-50% | 2018 |
| Todd William Grizzle Control | President And Chief Compliance Officer | 50-75% | 2022 |
Frequently asked questions
How much does Fiduciary Advisors, Inc. manage?
Fiduciary Advisors, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Advisors, Inc. have?
Fiduciary Advisors, Inc. reports 4 employees.
Where is Fiduciary Advisors, Inc. located?
Fiduciary Advisors, Inc. is based in St. Louis, MO and has been SEC-registered since 2000.
Does Fiduciary Advisors, Inc. disclose fund performance?
Fiduciary Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12813 Flushing Meadows Dr, Suite 280, St. Louis, MO 63131 |
| Phone | 314-726-5150 |
| Fax | 314-721-1230 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2047030 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.1B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$2.1Bregulatory AUM
Discretionary $2.02BNon-discretionary $88.1M