Fiduciary Advisors, Inc.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.0B
- Clients
- 143
- Avg AUM / client
- $14.7M
- Accounts
- 431
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 19, 2026
Investments (13F portfolio — 121 positions, $133,089,190)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $13,150,262 | 22,007 | 9.88% | 0.62% |
| 2 | Ishares Tr | CORE 1 5 YR USD | $12,283,842 | 253,484 | 9.23% | 0.58% |
| 3 | Vanguard Index Fds | SMALL CP ETF | $10,939,182 | 41,765 | 8.22% | 0.52% |
| 4 | Vanguard Star Fds | VG TL INTL STK F | $10,516,700 | 136,386 | 7.9% | 0.5% |
| 5 | Vanguard Index Fds | MID CAP ETF | $8,461,020 | 29,462 | 6.36% | 0.4% |
| 6 | Vanguard Whitehall Fds | INTL HIGH ETF | $7,100,949 | 75,350 | 5.34% | 0.34% |
| 7 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $6,763,869 | 105,554 | 5.08% | 0.32% |
| 8 | Vanguard Index Fds | VALUE ETF | $6,262,461 | 31,919 | 4.71% | 0.3% |
| 9 | Vanguard World Fd | MEGA CAP INDEX | $5,649,729 | 23,904 | 4.25% | 0.27% |
| 10 | Vanguard Whitehall Fds | HIGH DIV YLD | $4,523,117 | 30,541 | 3.4% | 0.21% |
| 11 | Ishares Tr | CORE MSCI TOTAL | $4,475,663 | 51,658 | 3.36% | 0.21% |
| 12 | Vanguard Intl Equity Index F | ALLWRLD EX US | $4,064,343 | 54,119 | 3.05% | 0.19% |
| 13 | Vanguard Scottsdale Fds | SHRT TRM CORP BD | $4,023,837 | 50,761 | 3.02% | 0.19% |
| 14 | Vanguard Intl Equity Index F | FTSE SMCAP ETF | $4,021,340 | 27,583 | 3.02% | 0.19% |
| 15 | American Centy Etf Tr | US SML CP VALU | $2,515,578 | 22,772 | 1.89% | 0.12% |
| 16 | Vanguard Index Fds | TOTAL STK MKT | $2,402,668 | 7,489 | 1.81% | 0.11% |
| 17 | Vanguard Index Fds | SM CP VAL ETF | $2,312,055 | 10,642 | 1.74% | 0.11% |
| 18 | Ishares Tr | CORE S&P500 ETF | $2,295,377 | 3,514 | 1.72% | 0.11% |
| 19 | Vanguard Bd Index Fds | SHORT TRM BOND | $1,951,542 | 24,889 | 1.47% | 0.09% |
| 20 | Ishares Tr | CORE S&P SCP ETF | $1,794,636 | 14,437 | 1.35% | 0.09% |
| 21 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $1,711,267 | 31,661 | 1.29% | 0.08% |
| 22 | Vanguard Index Fds | LARGE CAP ETF | $1,188,102 | 3,976 | 0.89% | 0.06% |
| 23 | Bank America Corp | COM | $1,112,768 | 22,826 | 0.84% | 0.05% |
| 24 | Vanguard Bd Index Fds | TOTAL BND MRKT | $1,088,514 | 14,782 | 0.82% | 0.05% |
| 25 | Ishares Tr | EAFE VALUE ETF | $1,034,597 | 13,915 | 0.78% | 0.05% |
Top 25 of 121 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 52 | $22.0M | 1.04% |
| High net worth individuals | 55 | $175M | 8.33% |
| Pension and profit sharing plans | 29 | $1.8B | 85.0% |
| Charitable organizations | 3 | $8.0M | 0.38% |
| State or municipal government entities | 3 | $110M | 5.24% |
| Corporations and other businesses | 1 | $460K | 0.02% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd William Grizzle | President And Chief Compliance Officer | Oct 2002 (24y) | 50% – 75% | |
| Melinda Anne Trachsel | Vice President Compliance | Jan 2006 (21y) | 25% – 50% | |
| Hefele, Diane | Secretary | Jun 2018 (8y) | Less than 5% | |
| Andrew Lawes Eyerman | Registered representative | Aug 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 914 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- The Vanguard Group, Inc. $1.4B (65% of AUM) Mar 2026
- Charles Schwab & Co. $353M (17% of AUM) Mar 2026
- Fidelity Brokerage Services $146M (12% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 19, 2026.
View current Form ADV (SEC/IAPD) ↗