Fellowship Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Fellowship Investment Advisors reports 492 clients. They include 456 individual clients, 33 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 99.8% ($176M across 1,017 accounts) are managed with discretion; $361K across 8 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 66% |
| High-net-worth individuals | 7% | 30% |
| Corporations and other businesses | <1% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 456 | $115M | 65.5% | $253K |
| High-net-worth individuals | 33 | $52M | 29.6% | $1.58M |
| Corporations and other businesses | Fewer than 5 | $8.56M | 4.9% | $2.85M |
| Total | 492 | $176M | 100% | — |
- Clients
- 456
- Regulatory AUM
- $115M
- AUM share
- 65.5%
- Avg. per client
- $253K
- Clients
- 33
- Regulatory AUM
- $52M
- AUM share
- 29.6%
- Avg. per client
- $1.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.56M
- AUM share
- 4.9%
- Avg. per client
- $2.85M
Total
- Clients
- 492
- Regulatory AUM
- $176M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fellowship Investment Advisors charges 0.50%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Standalone financial planning is billed at an hourly fee of $350, negotiable depending on scope and complexity; an estimate is given at the start.
Michael Eastham owns 75% or more of Fellowship Investment Advisors. It has 7 employees, 3 of them in advisory roles.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Fellowship Investment Advisors, LLC
Michael Eastham
Control person · since May 2010
Fellowship Investment Advisors’ regulatory assets grew from $126M (June 2024) to $176M (March 2026); clients were 492 in both filings and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $176M | 492 | 7 | 1 |
| Feb 2025February 2025 | $152M | 466 | 6 | 1 |
| Jun 2024June 2024 | $126M | 476 | 7 | 1 |
Besides its headquarters, Fellowship Investment Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 630 N Wymore Road, #304, MaitlandHQ
Contact and registration details
- Legal name
- Fellowship Investment Advisors, LLC
- Headquarters
- 630 N Wymore Road, #304, Maitland, FL 32751
- Website
- fellowshipfinancial.com
- Phone
- 407-949-5888
- SEC file
- 801-129083
- Structure
- Florida LLC
- Fiscal year end
- December
Fellowship Investment Advisors’ named custodian for separately managed accounts is Charles Schwab ($175M). Fellowship Investment Advisors has custody of $48.1M for 253 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $175M100%
At year end, Fellowship Investment Advisors’ separately managed accounts were mostly in stocks (58%) and bonds (20%).
What the accounts hold
- Stocks58%
- Exchange-traded equities57%
- Non-exchange-traded equities1%
- Funds13%
- Registered funds9%
- Pooled vehicles4%
- Bonds20%
- Investment grade corporate bonds19%
- State and local bonds1%
- Cash8%
- Other1%
- Private bdc & digital assets1%
How many clients does Fellowship Investment Advisors have?
Fellowship Investment Advisors has 492 clients and manages $176 million for them, as of March 2026. They include 456 individual clients, 33 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Fellowship Investment Advisors offer?
Fellowship Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Fellowship Investment Advisors charge?
Fellowship Investment Advisors charges 0.50%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: FELLOWSHIP INVESTMENT ADVISORS DISCLOSURE BROCHURE, filed 10 March 2026
Which custodians does Fellowship Investment Advisors use?
Fellowship Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $175M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Fellowship Investment Advisors have?
Fellowship Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fellowship Investment Advisors invest in?
At the end of its last fiscal year, Fellowship Investment Advisors’ separately managed accounts held 57% exchange-traded equities, 19% investment grade corporate bonds, 9% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% pooled vehicles (private funds and similar), 1% non-exchange-traded equities, 1% state and local bonds and 1% other. The 1% other category is described as: Private BDC & Digital Assets.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fellowship Investment Advisors?
Fellowship Investment Advisors’ direct owner is Michael Eastham (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Fellowship Investment Advisors get paid?
Fellowship Investment Advisors is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Fellowship Investment Advisors?
Fellowship Investment Advisors’ main office is at 630 N Wymore Road, #304, Maitland, FL 32751. Its phone number is 407-949-5888. Its website is fellowshipfinancial.com.