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| DB Fitzpatrick & Co Inc
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|
|
|---|---|
| CRD # | 105671 |
| SEC # | 801-22733 |
| CIK # | 0001885767 |
| AUM | $487.0 M (2026-03-25) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 208-342-2280 |
| Address | 800 W Main Street Boise, ID 83702-5778 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001885767 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Republic Services Inc | 2.5 | ||
| Danaher Corp /DE/ | 2.5 | ||
| Quanta Services Inc | 2.3 | ||
| UnitedHealth Group Inc | 2.2 | ||
| Visa Inc | 2.0 | ||
| Square Inc | 1.9 | ||
| Wellpoint Inc | 1.9 | ||
| Thermo Fisher Scientific Inc | 1.9 | ||
| Stryker Corp | 1.9 | ||
| Waste Management Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Sherwin Williams Co | 1.7 | ||
| MercadoLibre Inc | 1.7 | ||
| Air Products & Chemicals Inc /DE/ | 1.7 | ||
| Eaton Corp Ltd | 1.7 | ||
| Boeing Co | 1.7 | ||
| Ace Ltd | 1.6 | ||
| Edwards Lifesciences Corp | 1.6 | ||
| Garmin Ltd | 1.5 | ||
| Starbucks Corp | 1.5 | ||
| Hubbell Inc | 1.5 | ||
| O Reilly Automotive Inc | 1.4 | ||
| MSCI Inc | 1.4 | ||
| Deere & Co | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 12.6 |
| (b) Individuals (high net worth individuals) | 49 | 96.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 29.2 |
| (i) State or municipal government entities | 0 | 215.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 22.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 100.7 |
| (n) Other | 0 | 10.3 |
| Total | 106 | 487.0 |
| By Discretionary | ||
| Discretionary | 102 | 482.5 |
| Non-Discretionary | 4 | 4.5 |
| Total | 106 | 487.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.0 | |
| Total | 106 | 487.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001885767] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Whitcomb & Hess Inc
✚
|
OH | 0.5 |
|
Lifewealth Investments LLC
✚
|
FL | 0.5 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.5 |
|
One Degree Advisors Inc
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|
CA | 0.5 |
|
Wood Tarver Financial Group LLC
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|
ID | 0.5 |
|
Parkview Ltd
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|
0.5 | |
|
Hixon Zuercher LLC
✚
|
OH | 0.5 |
|
CornerStone Planning LLC
✚
|
NC | 0.5 |
|
AMJ Financial Wealth Management LLC
✚
|
VA | 0.5 |
|
Harbor Advisory Corporation
✚
|
NH | 0.5 |