Fiduciary Advisors, Inc.
FIDUCIARY ADVISORS, INC. is an SEC-registered investment adviser headquartered in St. Louis, Missouri, United States. Founded in 2001, the firm manages approximately $1.7 billion for a range of clients including high net worth individuals, pension and profit sharing plans, charitable organizations, and municipal entities. The company operates with a small team of 4 employees and specializes in institutional asset management and financial advisory services.
Investment Strategy
Fiduciary Advisors, Inc. takes a client-centric and fiduciary approach to asset management, focusing on designing and implementing custom investment solutions tailored to each client’s financial goals, risk tolerance, and liquidity needs. The firm emphasizes diversified portfolio construction, prudent risk management, and typically works with retirement plans, endowments, individuals, and family offices. Investment philosophy is grounded in long-term growth through disciplined asset allocation across sectors, utilizing both discretionary and non-discretionary mandates for its United States-based client base.
Latest 13F Filing Activity
Fiduciary Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 96 equity positions with a total 13F market value of $124M. The fund increased holdings in Vanguard Star FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Fiduciary Advisors, Inc. reduced exposure to Vanguard Tax-managed FDS, Vanguard Intl Equity Index F, Etf Ser Solutions among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.26% | $12.7M | 20,736 | $540.69 | $612.38 | +$409.2K |
V VB | VANGUARD INDEX FDS | 8.41% | $10.4M | 40,959 | $240.45 | $254.28 | +$1.1M |
I ISTB | ISHARES TR | 7.83% | $9.7M | 198,543 | $47.91 | $48.84 | +$683.3K |
V VXUS | VANGUARD STAR FDS | 7.59% | $9.4M | 127,935 | $59.93 | $73.46 | +$1.1M |
V VO | VANGUARD INDEX FDS | 6.53% | $8.1M | 27,527 | $265.32 | $293.74 | +$712.0K |
Industry Allocation
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