Precision Fiduciary Partners, LLC
● SEC registered since 2013CRD 149694SEC# 801-78809Austin, TX
Reg. AUM
$24.08B
Employees
17
Accounts
4,224
Location
Austin, TX
Precision Fiduciary Partners, LLC assets under management
Precision Fiduciary Partners, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2013. It reports $24.1 billion in regulatory assets under management and employs 17 people.
Precision Fiduciary Partners, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fiduciary Holdings, LLC Control | Managing Member | Over 75% | 2026 |
| James Shields | Chief Compliance Officer | Under 5% | 2026 |
| Jesse Joseph Keig | Chief Financial Officer / Director | Under 5% | 2026 |
| Michael Edward Annin | Fiduciary Solutions Department, President | Under 5% | 2026 |
| Richard Scott Price Control | Chairman & Chief Executive Officer | Under 5% | 2026 |
| Mesirow Financial Holdings, Inc. Control | Owner | Over 75% | 1986 |
| Mesirow Financial Investment Management, Inc. Control | Owner | Over 75% | 2026 |
| Mesirow Financial Services, Inc. Control | Owner | Over 75% | 1986 |
Frequently asked questions
How much does Precision Fiduciary Partners, LLC manage?
Precision Fiduciary Partners, LLC reports $24.1 billion in regulatory assets under management on its Form ADV.
How many employees does Precision Fiduciary Partners, LLC have?
Precision Fiduciary Partners, LLC reports 17 employees.
Where is Precision Fiduciary Partners, LLC located?
Precision Fiduciary Partners, LLC is based in Austin, TX and has been SEC-registered since 2013.
Does Precision Fiduciary Partners, LLC disclose fund performance?
Precision Fiduciary Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730 |
| Phone | (512) 879-1505 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$24.08B▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$24.08Bregulatory AUM
Discretionary $21.14BNon-discretionary $2.94B