Fiduciary Advisors, Llc
SEC-registered
Institutional / Pension Advisor · Small ($100M–$1B)
CRD 104189
· SEC file 801-72971
· Cottonwood Heights, UT
· WWW.FIDUCIARYADVISORS.COM
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ADV data as of Mar 29, 2026
- Regulatory AUM
- $520M
- Discretionary
- $0
- Clients
- 56
- Avg AUM / client
- $9.3M
- Accounts
- 56
- Employees
- 2
AUM over time
$155M
$520M
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 51 | $1.7M | 0.33% |
| Pension and profit sharing plans | 5 | $519M | 99.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Connectria 401(k) Plan Connectria, Llc | 2024 | |
| Mcbride & Son 401(k) Savings Plan Mcbride & Son Services Co. | 2024 | |
| Lmi Aerospace, Inc. Profit Sharing And Savings Plan And Trust Lmi Aerospace, Inc. | 2024 | |
| Horner & Shifrin 401(k) Plan Horner & Shifrin, Inc | 2024 | |
| Ab Mauri Food Inc. Savings Plan Ab Mauri Food Inc. | 2024 | |
| Lincoln County Bancorp, Inc. Profit Sharing Plan Lincoln County Bancorp, Inc. | 2024 | |
| Encore Oilfield Services 401 K Plan Encore Oilfield Services | 2024 | |
| Callaway Security Banks, Inc. 401(k) And Employee Stock Ownership Plan Callaway Security Banks, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hadaway, James, Russell | Chief Compliance Officer | Jul 2019 (7y) | Less than 5% | |
| Coluzzi, Michael, Robert | Chief Financial Officer | Mar 2021 (5y) | Less than 5% | |
| Christopher A Mautz | President | Mar 2024 (2y) | Less than 5% | |
| David, Scott, Bishop | Chief Executive Officer | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fiduciary Services Group, Llc | Sole Member | Sep 2017 | A | 75% or more |
| Fsg Parent, Inc. | Member | Mar 2024 | B | ≈ 56.25% – 100% via Fiduciary Services Group, Llc |
| Llr V Pcs, Llc | Stockholder | Mar 2024 | B | ≈ 42.19% – 100% via Fsg Parent, Inc. |
| Pcs Buyer, Inc. | Stockholder | Mar 2024 | B | ≈ 31.64% – 100% via Llr V Pcs, Llc |
| Pcs Midco, Inc. | Stockholder | Mar 2024 | B | ≈ 23.73% – 100% via Pcs Buyer, Inc. |
| Pcs Intermediate, Inc. | Stockholder | Mar 2024 | B | ≈ 17.8% – 100% via Pcs Midco, Inc. |
| Pcs Topco, Inc. | Stockholder | Mar 2024 | B | ≈ 13.35% – 100% via Pcs Intermediate, Inc. |
| Pcs Parent, L.P. | Stockholder | Mar 2024 | B | ≈ 10.01% – 100% via Pcs Topco, Inc. |
| Lep Pcs Co Invest, Lp | Limited Partner | Mar 2024 | B | ≈ 5.01% – 75% via Pcs Parent, L.P. |
| Pcs Parent Gp, Llc | General Partner | Mar 2024 | B | GP / trustee / elected manager of Pcs Parent, L.P. (indirect) |
| Lee Equity Partners Iv Gp, Llc | General Partner | Oct 2023 | B | GP / trustee / elected manager of Lep Pcs Co Invest, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fsg Parent, Inc.: 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Llr V Pcs, Llc: 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Pcs Buyer, Inc.: 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Pcs Midco, Inc.: 75% – 100% of Pcs Buyer, Inc. × 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Pcs Intermediate, Inc.: 75% – 100% of Pcs Midco, Inc. × 75% – 100% of Pcs Buyer, Inc. × 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Pcs Topco, Inc.: 75% – 100% of Pcs Intermediate, Inc. × 75% – 100% of Pcs Midco, Inc. × 75% – 100% of Pcs Buyer, Inc. × 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 13.35% – 100% of the firm
- Pcs Parent, L.P.: 75% – 100% of Pcs Topco, Inc. × 75% – 100% of Pcs Intermediate, Inc. × 75% – 100% of Pcs Midco, Inc. × 75% – 100% of Pcs Buyer, Inc. × 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 10.01% – 100% of the firm
- Lep Pcs Co Invest, Lp: 50% – 75% of Pcs Parent, L.P. × 75% – 100% of Pcs Topco, Inc. × 75% – 100% of Pcs Intermediate, Inc. × 75% – 100% of Pcs Midco, Inc. × 75% – 100% of Pcs Buyer, Inc. × 75% – 100% of Llr V Pcs, Llc × 75% – 100% of Fsg Parent, Inc. × 75% – 100% of Fiduciary Services Group, Llc × 75% – 100% direct ≈ 5.01% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (8)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Connectria 401(k) Plan | Connectria, Llc | 0 | $250 | 01/01/2024 |
| Mcbride & Son 401(k) Savings Plan | Mcbride & Son Services Co. | 155 | $34.1M | 01/01/2024 |
| Lmi Aerospace, Inc. Profit Sharing And Savings Plan And Trust | Lmi Aerospace, Inc. | 1,218 | $89.3M | 01/01/2024 |
| Horner & Shifrin 401(k) Plan | Horner & Shifrin, Inc | 178 | $16.3M | 01/01/2024 |
| Ab Mauri Food Inc. Savings Plan | Ab Mauri Food Inc. | 530 | $77.7M | 01/01/2024 |
| Lincoln County Bancorp, Inc. Profit Sharing Plan | Lincoln County Bancorp, Inc. | 203 | $27.0M | 01/01/2024 |
| Encore Oilfield Services 401 K Plan | Encore Oilfield Services | 0 | $0 | 01/01/2024 |
| Callaway Security Banks, Inc. 401(k) And Employee Stock Ownership Plan | Callaway Security Banks, Inc. | 109 | $12.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Advisortrust, Inc. $520M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗