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Fiduciary Advisors, LLC

● SEC registered since 2012CRD 104189SEC# 801-72971Cottonwood Heights, UT
Export (members)
Reg. AUM
$520.2M
Employees
2
Accounts
56
Location
Cottonwood Heights, UT

Fiduciary Advisors, LLC assets under management

Fiduciary Advisors, LLC is an investment advisory firm registered with the SEC based in Cottonwood Heights, UT. The firm has been registered since 2012. It reports $520.2 million in regulatory assets under management and employs 2 people.

Fiduciary Advisors, LLC owners & executives

14 reported
NameTitleOwnershipSince
Christopher A Mautz ControlPresidentUnder 5%2024
Fiduciary Services Group, LLC ControlSole MemberOver 75%2017
James Russell HadawayChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Fiduciary Advisors, LLC manage?

Fiduciary Advisors, LLC reports $520.2 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Advisors, LLC have?

Fiduciary Advisors, LLC reports 2 employees.

Where is Fiduciary Advisors, LLC located?

Fiduciary Advisors, LLC is based in Cottonwood Heights, UT and has been SEC-registered since 2012.

Does Fiduciary Advisors, LLC disclose fund performance?

Fiduciary Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6975 S Union Park Ctr, #644, Cottonwood Heights, UT 84047
Phone801-492-7341
Office hours8:30 a.m. - 5:30
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$520.2M▲ 29%
Jan '25 — $402.7MFeb '25 — $402.7MMar '25 — $464.5MApr '25 — $464.5MMay '25 — $464.5MJun '25 — $464.5MJul '25 — $464.5MAug '25 — $464.5MSep '25 — $464.5MOct '25 — $464.5MNov '25 — $464.5MDec '25 — $464.5MJan '26 — $464.5MFeb '26 — $464.5MMar '26 — $520.2MApr '26 — $520.2MMay '26 — $520.2MJun '26 — $520.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$520.2Mregulatory AUM
Discretionary $0Non-discretionary $520.2M