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| Keyboard |
| Bastion Fiduciary LLC
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|---|---|
| CRD # | 333420 |
| SEC # | 801-131510 |
| CIK # | |
| AUM | 125.2 M (2026-04-10) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 786-706-6651 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 92.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 23.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 125.2 |
| By Discretionary | ||
| Discretionary | 437 | 125.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 125.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.2 | |
| Total | 437 | 125.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shepherd Street Advisors LLC
✚
|
CA | 126.2 M |
|
Oak Street Advisors Inc
✚
|
SC | 126.2 M |
|
Significant Wealth Partners LLC
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|
IL | 126.1 M |
|
Konza Global Advisory LLC
✚
|
KS | 125.2 M |
|
Seedsafe Financial LLC
✚
|
125.2 M | |
|
44 North Capital LLC
✚
|
MN | 125.1 M |
|
Axiom Wealth Strategies LLC
✚
|
OR | 124.7 M |
|
APO Financial Services LLC
✚
|
CO | 124.3 M |
|
Cardea Capital Advisors LLC
✚
|
FL | 124.2 M |
|
Peterson Financial Services LLC
✚
|
CO | 124.0 M |