Fiducioso Advisors, Inc
SEC-registered
Investment Adviser
CRD 157342
· SEC file 801-72319
· Basking Ridge, NJ
· www.incomediscovery.com
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ADV data as of Jul 02, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $0 | — |
| Insurance companies | Fewer than 5 | $0 | — |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Malhotra, Manish | President, Chief Executive Officer | Jul 2010 (16y) | 50% – 75% | |
| Zaretsky, Elias, Alexander | Vp, Chief Technology Officer | Oct 2016 (10y) | Less than 5% | |
| Mcdowell, Stacy, Jo | Vp, Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Iyer, Shankar | Director | Dec 2019 (7y) | Less than 5% | |
| Kaul, Rakesh, Kumar | Director | Dec 2019 (7y) | 5% – 10% | |
| Granitz, Stephan, Edward | Vp, Chief Analytics Officer | Jan 2020 (7y) | Less than 5% |
Undisclosed: 0% – 45% 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) | 07/02/2026 | 909 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
- • Fixed fees
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗