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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-23-2003
- Office Locations
- 1
Office Locations
About Fundamental Advisors, Inc.
Fundamental Advisors is a Houston-based RIA providing personalized financial planning, investment planning, and holistic wealth management that integrates portfolio strategy with tax and estate considerations. The firm supports clients through life transitions, with tailored planning for medical professionals (student loans and tax optimization), pre-retirees/retirees, and business owners. Custody relationships include Charles Schwab and Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.4% is discretionary and 5.6% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fundamental Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN CHRISTOPHER HARRIS
DIRECTOR, President
- CRD
- #2618746
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,138,552 | -- |
| Non-Discretionary | $1,851,910 | -- |
| Total | $32,990,462 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fundamental Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.