FIDUCIARY ADVISORS, INC.
C40
CRD 108239·SEC 801-57763·ST. LOUIS, MO
AUM
$2.10B
$1B+
Est. Revenue
$21.0M
@ 1% on AUM
Est. EBITDA
$6.3M
@ 30% margin
Est. Deal Value
$50.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $919.8M
'21 · $1.08B
'22 · $1.22B
'23 · $1.35B
'25 · $1.73B
'26 · $2.10B
'20'26
$919.8M → $2.10B▲ +129%
Client mix
| Individuals High Net Worth | 55 |
| Individuals Other | 52 |
| Pension Profit Sharing Plans | 29 |
| Charitable Organizations | 3 |
| State Or Municipal Govt | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
6 advisors → 2 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
12813 FLUSHING MEADOWS DRST. LOUIS, MO 63131
Business
12813 FLUSHING MEADOWS DRST. LOUIS, MO 63131
Edgar Recent Filings
13F-HR2026-04-16 · 0002047030-26-000002
13F-HR2026-01-27 · 0002047030-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited