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| Fiduciary Financial Advisors
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|---|---|
| CRD # | 172103 |
| SEC # | 801-120619 |
| CIK # | 0002047030 |
| AUM | 1,329.4 M (2026-04-14) |
| Employees | 50 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 616-622-3062 |
| Address | 124 Fulton St East Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Sat, 26 Sep 2026 | Apple Inc. $AAPL Shares Newly Purchased by Fiduciary Financial Advisors — MarketBeat |
| Tue, 22 Sep 2026 | 12,056 Shares in Amazon.com, Inc. $AMZN Purchased by Fiduciary Financial Advisors — MarketBeat |
| Sun, 20 Sep 2026 | Fiduciary Financial Advisors Acquires Shares of 6,411 JPMorgan Chase & Co. $JPM — MarketBeat |
| Mon, 17 Aug 2026 | FIDUCIARY FINANCIAL ADVISORS - Portfolio Stock Holdings — Quiver Quantitative |
| Sat, 27 Sep 2025 | Fiduciary Financial Advisors Are Not All Equal: What You Need To Know — Forbes |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bank of America Corp /DE/ | 1.1 | ||
| US Bancorp de | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | FFA HCM Stripe LLC | 2025-10-20 | 8.3 M | |
| VC | FFA MCN Fund 5 LLC | 2025-10-20 | 8.6 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,609 | 349.0 |
| (b) Individuals (high net worth individuals) | 555 | 961.0 |
| (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 | 9 | 10.0 |
| (g) Pension and profit sharing plans | 1 | 3.1 |
| (h) Charitable organizations | 9 | 6.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8,246 | 1,329.4 |
| By Discretionary | ||
| Discretionary | 8,246 | 1,329.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8,246 | 1,329.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.9 | |
| United States Persons | 1,326.5 | |
| Total | 8,246 | 1,329.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047030] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 59 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Victory Financial Group LLC
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|
TX | 1,337.5 M |
|
Inspire Advisors LLC
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|
ID | 1,332.2 M |
|
Geometric Wealth Advisors LLC
✚
|
1,330.4 M | |
|
Wendell David Associates Inc
✚
|
NH | 1,330.3 M |
|
CWS Financial Advisors LLC
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|
MI | 1,328.6 M |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1,327.4 M |
|
Clark Asset Management LLC
✚
|
1,324.5 M | |
|
Second Line Capital LLC
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|
LA | 1,324.1 M |
|
Steigerwald Gordon & Koch Inc
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|
VA | 1,322.7 M |
|
Allie Family Office LLC
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|
FL | 1,321.7 M |