{"url":"https://nivawealth.com/firms/fellowship-investment-advisors-154103","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154103","regulatoryAum":175871399,"crd":"154103","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7960443","suffix":null,"lastName":"Delgado","firstName":"Juan","middleName":"Carlos"},{"crd":"1832059","suffix":null,"lastName":"EASTHAM","firstName":"MICHAEL","middleName":"DEAN"},{"crd":"2879167","suffix":null,"lastName":"MICHAELSON","firstName":"LISA","middleName":"MARIE"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-12","regulatoryAum":125973862,"clients":476,"employees":7,"offices":1},{"filedOn":"2025-02-26","regulatoryAum":151844183,"clients":466,"employees":6,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":175871399,"clients":492,"employees":7,"offices":1}],"secFileNumber":"801-129083","legalName":"Fellowship Investment Advisors, LLC","displayName":"Fellowship Investment Advisors","slug":"fellowship-investment-advisors-154103","website":"https://fellowshipfinancial.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"630 N Wymore Road, #304","city":"Maitland","state":"FL","stateName":"Florida","country":"United States","postalCode":"32751"},"tradeNames":[],"registration":{"secApproved":"20 November 2023","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":342141.59509202454,"staff":{"employees":7,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":1},"aum":{"regulatory":175871399,"discretionary":175510862,"discretionaryAccounts":1017,"nonDiscretionary":360537,"nonDiscretionaryAccounts":8,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":1},"clientTypes":[{"label":"Individuals (other than HNW)","clients":456,"regulatoryAum":115276459},{"label":"High-net-worth individuals","clients":33,"regulatoryAum":52030781},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":8564159}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016598","versionId":1016598,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-10","documentName":"FELLOWSHIP INVESTMENT ADVISORS DISCLOSURE BROCHURE","fee_rate_low":0.5,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Standalone financial planning is billed at an hourly fee of $350, negotiable depending on scope and complexity; an estimate is given at the start.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016598","versionId":1016598,"submittedOn":"2026-03-10","documentName":"FELLOWSHIP INVESTMENT ADVISORS DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T14:09:20.074981+00:00","documents":[{"name":"FELLOWSHIP INVESTMENT ADVISORS DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016598","versionId":1016598,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":175233343}],"custodyNote":"Fellowship Investment Advisors has custody of $48.1M for 253 clients.","otherCustodians":[],"leadership":[{"name":"Michael Eastham","title":"Managing Member/CCO","crd":"1832059"}],"ownership":[{"label":"Michael Eastham","detail":"Managing member/cco in the 75% or more ownership band and a control person, since May 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"630 N Wymore Road, #304","city":"Maitland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-949-5888","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":57},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":19},{"label":"Securities issued by registered investment companies or business development companies","percent":9},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":4},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":1,"detail":"Private BDC & Digital Assets"}],"privateFunds":0},"sources":{"adv1FilingDate":"10 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/154103/PDF/154103.pdf","brochureDate":"10 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016598","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Fellowship Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Fellowship Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Fellowship Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Fellowship Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Fellowship Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Fellowship Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Fellowship Investment Advisors?","answer":"Fellowship Investment Advisors’ direct owner is Michael Eastham (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Fellowship Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Fellowship Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}