Clients
Precision Fiduciary Partners serves 4,144 clients, 4,045 of them pension and profit-sharing plans. The average client has about $5.8 million with the firm.
- Pooled investment vehicles70 clients2%
- Pension and profit-sharing plans4,045 clients84%
- State or municipal government entities29 clients14%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 70 | $523,273,186 | 2.2% | $7.48M |
| Pension and profit-sharing plans | 4,045 | $20,210,993,322 | 83.9% | $5.00M |
| State or municipal government entities | 29 | $3,345,109,393 | 13.9% | $115.3M |
| Total | 4,144 | $24,079,375,901 | 100% | $5.81M |
- Clients
- 70
- Regulatory AUM
- $523,273,186
- Share
- 2.2%
- Avg. per client
- $7.48M
- Clients
- 4,045
- Regulatory AUM
- $20,210,993,322
- Share
- 83.9%
- Avg. per client
- $5.00M
- Clients
- 29
- Regulatory AUM
- $3,345,109,393
- Share
- 13.9%
- Avg. per client
- $115.3M
Total
- Clients
- 4,144
- Regulatory AUM
- $24,079,375,901
- Share
- 100%
- Avg. per client
- $5.81M
What it does
Precision Fiduciary Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets.
Precision Fiduciary Partners provided financial planning to 0 clients last fiscal year and advises no private funds.
87.8% of assets ($21.14B across 3,684 accounts) are managed with discretion; $2.94B across 540 accounts are not. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds100%
Custodians
Precision Fiduciary Partners does not have custody of client assets.
- All other custodians$24.08B100%
Ownership and leadership
Fiduciary Holdings, LLC owns 75% or more of Precision Fiduciary Partners, and Richard Price is its CEO.
- Owns 75% or more of Precision Fiduciary Partners, LLC
Fiduciary Holdings, LLC
Control person · since July 2026
- Owns 75% or more of Fiduciary Holdings, LLC
Mesirow Financial Investment Management, Inc.
Control person · since July 2026
- Owns 75% or more of Mesirow Financial Investment Management, Inc.
Mesirow Financial Services, Inc.
Control person · since March 1986
- Owns 75% or more of Mesirow Financial Services, Inc.
Mesirow Financial Holdings, Inc.
Control person · since March 1986
Leadership
- Richard PriceChairman & Chief Executive Officer
- Michael AnninFiduciary Solutions Department, President
- Jesse KeigChief Financial Officer / Director
- James ShieldsChief Compliance Officer
Staff
- 17 employees
- 8 in advisory functions
- 8 state-registered reps
- 2 broker-dealer reps
Fees
Precision Fiduciary Partners is paid through a percentage of assets under management.
Precision Fiduciary Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Precision Fiduciary Partners has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 6300 Bridgepoint Parkway, Building 1, Suite 300, AustinHQ
Other business names
Precision Fiduciary Partners has reported 1 other business name to the SEC.
- Precision Fiduciary Partners, LLC
Registration details
- Legal name
- Precision Fiduciary Partners, LLC
- Headquarters
- 6300 Bridgepoint Parkway, Building 1, Suite 300, Austin, TX 78730
- Phone
- 512-879-1505
- Website
- Not reported
- SEC file
- 801-78809
- Structure
- Texas LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Precision Fiduciary Partners have?
Precision Fiduciary Partners has 4,144 clients and manages $24.1 billion for them, as of July 2026. They include 4,045 pension and profit-sharing plans, 70 pooled investment vehicles and 29 state or municipal government entities.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does Precision Fiduciary Partners offer?
Precision Fiduciary Partners provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Precision Fiduciary Partners have?
Precision Fiduciary Partners has 8 investment adviser representatives registered with state securities authorities, out of 17 employees, and 8 perform investment advisory functions. 2 are registered representatives of a broker-dealer and 0 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 Precision Fiduciary Partners invest in?
At the end of its last fiscal year, Precision Fiduciary Partners’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Precision Fiduciary Partners?
Precision Fiduciary Partners is owned through a chain of holding companies by Mesirow Financial Holdings, Inc. Its direct owner is Fiduciary Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does Precision Fiduciary Partners get paid?
Precision Fiduciary Partners is paid through a percentage of assets under management. 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