Fiduciary Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Fiduciary Advisors reports 56 clients. They include 51 individuals and 5 pension and profit-sharing plans. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $520M across 56 accounts are not. A wrap fee program the firm both sponsors and manages holds $519M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | <1% |
| Pension and profit-sharing plans | 9% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 51 | $1.72M | 0.3% | $33.8K |
| Pension and profit-sharing plans | 5 | $519M | 99.7% | $104M |
| Total | 56 | $520M | 100% | $9.29M |
- Clients
- 51
- Regulatory AUM
- $1.72M
- AUM share
- 0.3%
- Avg. per client
- $33.8K
- Clients
- 5
- Regulatory AUM
- $519M
- AUM share
- 99.7%
- Avg. per client
- $104M
Total
- Clients
- 56
- Regulatory AUM
- $520M
- AUM share
- 100%
- Avg. per client
- $9.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fiduciary Advisors is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Fiduciary Services Group, LLC owns 75% or more of Fiduciary Advisors and is in turn owned by FSG Parent, Inc. (75% or more). Scott David is CEO; the leadership team includes President Christopher Mautz, Chief Financial Officer Michael Coluzzi and Chief Compliance Officer James Hadaway. It has 2 employees, 1 of them in advisory roles.
Leadership
- Scott DavidChief Executive Officer
- Christopher MautzPresident
- Michael ColuzziChief Financial Officer
- James HadawayChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Christopher A Mautz
- Sarah Elizabeth Parker
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 75% or more of Fiduciary Advisors, LLC
Fiduciary Services Group, LLC
Control person · since September 2017
- Owns 75% or more of Fiduciary Services Group, LLC
FSG Parent, Inc.
since March 2024
- Owns 75% or more of FSG Parent, Inc.
PCS Buyer, Inc.
since November 2025
- Owns 75% or more of PCS Buyer, Inc.
PCS Midco, Inc.
since March 2024
- Owns 75% or more of PCS Midco, Inc.
PCS Intermediate, Inc.
since March 2024
- Owns 75% or more of PCS Intermediate, Inc.
PCS Topco, Inc.
since March 2024
- Owns 75% or more of PCS Topco, Inc.
FSG Parent, L.P.
Control person · since March 2024
- Owns 50% to 75% of FSG Parent, L.P.
Lep PCS Co-Invest, LP
since March 2024
Lee Equity Partners IV GP, LLC
General partner · since October 2023
PCS Parent GP, LLC
General partner · since March 2024
Fiduciary Advisors’ regulatory assets grew from $361M (May 2021) to $520M (August 2026); clients rose from 9 to 56 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $520M | 56 | 2 | 1 |
| March 2025 | $464M | 50 | 2 | 1 |
| March 2024 | $403M | 9 | 3 | 1 |
| March 2023 | $333M | 9 | 4 | 1 |
| March 2022 | $407M | 9 | 4 | 1 |
| May 2021 | $361M | 9 | 3 | 1 |
Besides its headquarters, Fiduciary Advisors has 0 offices, with 1 listed address in Utah.
Utah · 1 listed address
- 6975 S Union Park CTR, #644, Cottonwood HeightsHQ
Contact and registration details
- Legal name
- Fiduciary Advisors, LLC
- Headquarters
- 6975 S Union Park CTR, #644, Cottonwood Heights, UT 84047
- Website
- fiduciaryadvisors.com
- Phone
- 801-492-7341
- SEC file
- 801-72971
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Fiduciary Advisors uses Advisortrust ($520M) as custodian for its separately managed accounts. Fiduciary Advisors has custody of client assets.
- AdvisortrustAdvisortrust · Sioux Falls, SD · $520M100%
At year end, Fiduciary Advisors’ separately managed accounts were mostly in funds (97%).
What the accounts hold
- Funds97%
- Registered funds96%
- Pooled vehicles1%
- Cash2%
- Other1%
- Unitized portfolio1%
How many clients does Fiduciary Advisors have?
Fiduciary Advisors has 56 clients and manages $520 million for them, as of August 2026. They include 51 individuals and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Fiduciary Advisors offer?
Fiduciary Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Fiduciary Advisors use?
Fiduciary Advisors’ separately managed account assets are held at Advisortrust (Sioux Falls, SD), with $520M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Fiduciary Advisors have?
Fiduciary Advisors has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Fiduciary Advisors invest in?
At the end of its last fiscal year, Fiduciary Advisors’ separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% cash and equivalents, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Unitized Portfolio.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Fiduciary Advisors?
Fiduciary Advisors’ direct owner is Fiduciary Services Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Fiduciary Advisors get paid?
Fiduciary Advisors is paid through a percentage of assets under management, hourly charges, fixed fees 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 Fiduciary Advisors?
Fiduciary Advisors’ main office is at 6975 S Union Park CTR, #644, Cottonwood Heights, UT 84047. Its phone number is 801-492-7341. Its website is fiduciaryadvisors.com.