I
$787.4M Total AUM
$787.4M Disc. AUM
-- 3Y CAGR
18 Employees
887 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy glacierOak delta
- Established Date
- 01-24-2012
- Office Locations
- 15
Office Locations
1036 Country Club Drive Suite 206 Moraga CA
116 W. Second Street BIG Timber MT
409 First Street North Charlottesville VA
About Investor FAN
Investor Fan (Investor’s Fiduciary Advisor Network) is a Boise, ID–based RIA founded in 2012 that provides fiduciary investment management and financial planning. The firm builds goal- and risk-based portfolios tailored to each client, emphasizing patience and avoiding fad chasing. Client portfolios are implemented primarily with ETFs and custody is held at Charles Schwab.
Team overview
57 AVG AGE
$49.2M AVG AUM / ADVISOR
$887.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
18 Employees
16 Advisory Reps
16 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Crest delta Alpha
Client Personas
Vital element
Custodian
Atlas
Investment Themes
Vertex Vertex element Alpha
Investment Vehicles
Timber
Services
Crest Pathway beacon Delta Ridge insight Oak Momentum prime
Technology
Radial insight Peak horizon
Owner & Executives
R
ROD D EHRLICH
Chief Compliance Officer, PRINCIPAL
- CRD
- #3191263
- Ownership
- 75% or more
(765) 271-9640
vertex.zenith@fusioncapital.com
in linkedin.com/in/fusion-insight
JEFFREY STEVEN HUGHES
Managing Director
- CRD
- #2082425
- Ownership
- 10% but less than 25%
(579) 322-9107
timber.oak@peakcapital.com
in linkedin.com/in/element-signal
Showing 2 of 2 owners & executives
Unlock allContacts
F
Francois Roger Bigot
--
- CRD
- #2519250
(979) 732-5615
foundation.vertex@fusioncapital.com
in linkedin.com/in/north-peak
S
SCOTT PHILBRICK BOWHAY
Managing Principal
- CRD
- #867438
(752) 295-4537
frontier.frontier@timbercapital.com
in linkedin.com/in/meridian-delta
B
Bridge pathway
Meridian legacy insight
- CRD
- #61395
(940) 957-5123
pathway.north@deltacapital.com
in linkedin.com/in/prime-capital
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $787,414,298 | $352,153 |
| Non-Discretionary | $0 | -- |
| Total | $787,414,298 | $352,153 |
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Separately Managed Accounts
Total SMA Asset: $787,414,298
Equity - Exchange:
13.5% Public Funds:
8.0% Corporate - Investment Grade:
23.6% Cash:
17.2% Other:
14.3% U.S. Government/Agency:
23.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $112,140,699 | 13.5% |
| Public Funds | $66,453,747 | 8.0% |
| Corporate - Investment Grade | $196,038,554 | 23.6% |
| Cash | $142,875,557 | 17.2% |
| Other | $118,786,073 | 14.3% |
| U.S. Government/Agency | $194,377,211 | 23.4% |
| Total | $830,671,841 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER HORIZON CATALYST | LEGACY FOCUS | RVFRVMZ9Q | MRM | 1.04% | $63,693,972 |
| EAGLE EAGLE | EAGLE FOUNDATION | 2FC5TIOG8 | TFFC | 10.22% | $22,120,032 |
| ELEMENT CAPITAL PATHWAY | GLACIER BRIDGE | 01XH6B8KX | PZJEM | 5.81% | $114,614,137 |
| VERTEX PATHWAY | EMBER VALUE | 12NWXHPK8 | YOZN | 10.83% | $102,177,861 |
| OPTIMA VERTEX CREST | CATALYST GLACIER | S1L7MH90Q | LHY | 10.86% | $4,678,209 |
| BEACON PIONEER DELTA | QUANTUM HORIZON | 86OM7SH7J | BULVF | 8.82% | $107,231,111 |
| PEAK INSIGHT | HARBOR NORTH | 51Y7YCRW3 | CVH | 5.11% | $20,341,498 |
| CREST CATALYST MATRIX | GLACIER MATRIX | QTKF1VAFY | GPWN | 7.74% | $111,124,044 |