SourcingSourcing

FIDUCIARY ADVISORS, LLC

C48
CRD 104189·SEC 801-72971·COTTONWOOD HEIGHTS, UT
AUM
$520.2M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIDUCIARY ADVISORS, LLC
CRD
104189
SEC file #
801-72971
EIN
364291971
DBA names
—

Economics

AUM
$520.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$383.6M → $520.2M▲ +36%
Client mix
Individuals Other51
Pension Profit Sharing Plans5

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
COTTONWOOD HEIGHTS UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/29/2026
ADV-W filed at
—
Website
fiduciaryadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FIDUCIARY SERVICES GROUP, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FIDUCIARY SERVICES GROUP, LLC
COLUZZI, MICHAEL, ROBERT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIDUCIARYADVISORS.COM
Rdap Domain Creation Date
2004-10-03T18:06:46Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
604
Form 5500 Total Compensation
30,573,718
Form 5500 Compensation Trajectory 3y
202527,027,359
20263,546,359
Form 5500 Plan Count Trajectory 3y
2025559
202645
Schedule C Total Compensation
30,573,718
Schedule C Service Provider Rows
609

SEC EDGAR

Edgar Cik
0001527782
Edgar Registered
Yes
Edgar Filing Count
62
Edgar First Filing Date
2011-08-12
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2023-02-27
Accession0001683168-23-001146

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2850 GOLF ROADROLLING MEADOWS, IL 60008
Business
2850 GOLF ROADROLLING MEADOWS, IL 60008
Edgar EIN
364291971
Edgar Recent Filings
13F-NT2026-05-15 · 0001527782-26-000002
13F-NT2026-02-17 · 0001527782-26-000001
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2026-10-03T18:06:46Z
Rdap Domain Last Changed
2025-10-04T18:17:29Z
Rdap Nameservers
Ns1-02.azure-dns.comNs2-02.azure-dns.netNs3-02.azure-dns.orgNs4-02.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
MAUTZ, CHRISTOPHER, A
IAR · Executive Officer · 2.5%
5014170
COLUZZI, MICHAEL, ROBERT
Executive Officer · 2.5%
7359363
Scott Bishop David
Executive Officer · 2.5%
1852214
JAMES RUSSELL HADAWAY
Executive Officer · 2.5%
3070075