CRD: 112567
Fund Advisors OF America INC
$149.4M Total AUM
$149.4M Disc. AUM
13.8% 3Y CAGR
3 Employees
585 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-1993
- Office Locations
- 1
Office Locations
1800 Pembrook Drive Suite 300 Orlando FL
About Fund Advisors OF America INC
Fund Advisors OF America INC is a Orlando-based RIA. The firm has been operating for 33 years. Managing $149.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$49.8M AVG AUM / ADVISOR
$255.4K AVG AUM / CLIENT
13.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
33yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GREGORY BUCHANAN GALLOWAY
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1834265
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RICHARD PAUL PFEIFER JR
--
- CRD
- #1655327
Available
Available
Available
T
Thomas Henry Conrad Schwalbe
--
- CRD
- #7318810
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,410,840 | $255,403 |
| Non-Discretionary | $0 | -- |
| Total | $149,410,840 | $255,403 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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