This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- CrestSummit +more
- Established Date
- 06-30-2000
- Office Locations
- 1
Office Locations
About Fiduciary Advisors, Inc.
Fiduciary Advisors, Inc. is a fee-only (no commissions), independent RIA serving individuals with retirement-focused financial planning and investment strategy, and institutions with ERISA consulting and qualified plan/retirement plan management. They also provide institutional investment services for employers, endowments and foundations, emphasizing evidence-based, cost-conscious research and professional portfolio management to help sponsors reduce plan liability.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TODD WILLIAM GRIZZLE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4255678
- Ownership
- 50% but less than 75%
MELINDA ANNE TRACHSEL MS.
Advisor
- CRD
- #5030221
- Ownership
- 25% but less than 50%
Element beacon
Oak atlas
- CRD
- #63624
- Ownership
- 37.9%
Showing 2 of 3 owners & executives
Unlock allContacts
ANDREW LAWES EYERMAN
Investment Advisor
- CRD
- #6719862
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,016,790,094 | $5,406,944 |
| Non-Discretionary | $88,148,895 | $1,519,809 |
| Total | $2,104,938,989 | $4,883,849 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,104,938,989
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $34,673,659 | 9.5% |
| Public Funds | $16,424,365 | 4.5% |
| Cash | $82,851,796 | 22.7% |
| Corporate - Investment Grade | $40,148,448 | 11.0% |
| Equity - Exchange | $43,433,321 | 11.9% |
| Municipal Bonds | $60,222,671 | 16.5% |
| U.S. Government/Agency | $87,231,627 | 23.9% |
| Total | $364,985,887 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER VERTEX | RIDGE VALUE | MCZ1EYGUU | HKVH | 2.65% | $91,698,433 |
| INSIGHT PRIME | CREST FRONTIER | KWTIXH789 | DBK | 9.23% | $32,049,868 |
| ZENITH MERIDIAN | DELTA PIONEER | SIJHAMPGP | HNG | 11.64% | $8,542,043 |
| FOCUS OAK | ZENITH FRONTIER | UDM2UZFHI | LJL | 5.91% | $26,324,276 |
| RIDGE PIONEER HORIZON | FOUNDATION CREST | 6R3L4PK80 | JBW | 2.79% | $30,401,354 |
| ELEMENT MOMENTUM | NORTH CATALYST | C0AQ941RD | KFRIZ | 5.97% | $97,837,190 |
| FOUNDATION RADIAL VERTEX | MATRIX PRIME | HWV1GA310 | VBLCL | 4.70% | $100,554,150 |
| VECTOR CREST | ELEMENT BEACON | RRSTRUHD1 | HYC | 2.12% | $46,086,838 |