Fiduciary Advisor Advocates
SEC RegisteredBRINGING INSTITUTIONAL FRAMEWORK TO INDIVIDUALS
About the firm
Fiduciary Advisor Advocates aims to provide individuals, families, and smaller institutions with an advisory experience previously reserved for multi-billion dollar asset pools. The firm focuses on identifying objectives, structuring portfolios, keeping investing costs low, and monitoring tax implications, while emphasizing clarity, transparency, and ongoing client communication.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio structuring to meet client objectives, keeping investing costs low, monitoring tax implications for taxable accounts, access to institutional quality alternative strategies with lower minimums, and evaluation of direct investment opportunities including deal structure, deal terms, and operating agreements.
Who they serve
Individuals, families, and smaller institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 65 | $15M |
| High Net Worth Individuals | 15 | $7.5M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $2M | 1.50% |
| $2M+ | — |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fiduciary Advisor Advocates has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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