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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

FIDUCIARY ADVISORS, LLC

CRD 104189

COTTONWOOD HEIGHTS, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19fd8932-4792-3a92-21e6-09c30d472d12

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 7
On other graphs: 0
Observed: Dec 13, 2011 to Aug 11, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $520MItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $1.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $260Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 56
Individual clients: 51
SEC number: 801-72971
CRD: 104189
Filings on the tape: 28
First filed: Dec 13, 2011
Latest filed: Aug 11, 2026
Organised: Limited Liability Company, PA
Website: fiduciaryadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTOPHER A MAUTZ	n/a	Salt Lake City, UT \| COTTONWOOD HEIGHTS, UT	4	24	1	no
SARAH ELIZABETH PARKER	n/a	COTTONWOOD HEIGHTS, UT \| Columbia Station, OH	0	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLUZZI, MICHAEL, ROBERT	CHIEF FINANCIAL OFFICER	Na	yes	03/2021	Mar 31, 2021	Mar 29, 2024
David, Scott, Bishop	CHIEF EXECUTIVE OFFICER	Na	yes	03/2024	Mar 29, 2024	Mar 29, 2024
FIDUCIARY SERVICES GROUP, LLC	SOLE MEMBER	E	yes	09/2017	Sep 4, 2014	Mar 29, 2024
MAUTZ, CHRISTOPHER, A	President	Na	yes	03/2024	Mar 29, 2024	Mar 29, 2024
PCS PARENT, L.P.	Stockholder	E	yes	03/2024	Mar 29, 2024	Mar 29, 2024
FSG PARENT, INC.	Member	E	no	03/2024	Mar 29, 2024	Mar 29, 2024
HADAWAY, JAMES, RUSSELL	CHIEF COMPLIANCE OFFICER	Na	no	07/2019	Aug 2, 2019	Mar 29, 2024
LEE EQUITY PARTNERS IV GP, LLC	GENERAL PARTNER	F	no	10/2023	Mar 29, 2024	Mar 29, 2024
LEP PCS CO-INVEST, LP	LIMITED PARTNER	D	no	03/2024	Mar 29, 2024	Mar 29, 2024
LLR V-PCS, LLC	Stockholder	E	no	03/2024	Mar 29, 2024	Mar 29, 2024
PCS BUYER, INC.	Stockholder	E	no	03/2024	Mar 29, 2024	Mar 29, 2024
PCS INTERMEDIATE, INC.	Stockholder	E	no	03/2024	Mar 29, 2024	Mar 29, 2024
PCS MIDCO, INC.	Stockholder	E	no	03/2024	Mar 29, 2024	Mar 29, 2024
PCS PARENT GP, LLC	GENERAL PARTNER	F	no	03/2024	Mar 29, 2024	Mar 29, 2024
PCS TOPCO, INC.	Stockholder	E	no	03/2024	Mar 29, 2024	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EFFICIENT ADVISORS, LLC	n/a	Former SEC adviser	$3.1B	N	yes	n/a
ADVISORTRUST, INC.	n/a	n/a	n/a	N	yes	Sd
ALLIANCE BENEFIT GROUP ROCKY MOUNTAIN	n/a	n/a	n/a	N	yes	n/a
ASPIRE FINANCIAL SERVICES, LLC	n/a	n/a	n/a	Y	yes	n/a
PCS RETIREMENT LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 29, 2026	$520M	$0	2	1	0	n/a	n/a
2024	Mar 20, 2025	$464M	$0	2	1	0	n/a	n/a
2023	Mar 29, 2024	$403M	$0	3	2	0	n/a	n/a
2022	Mar 29, 2023	$333M	$0	4	2	0	n/a	n/a
2021	Mar 30, 2022	$407M	$0	4	2	0	n/a	n/a
2020	Mar 31, 2021	$361M	$0	3	2	0	n/a	n/a
2019	Mar 30, 2020	$480M	$0	4	2	0	n/a	n/a
2018	Mar 31, 2019	$384M	$0	4	2	0	n/a	n/a
2017	Mar 28, 2018	$406M	$0	5	3	0	n/a	n/a
2016	Mar 31, 2017	$338M	$0	9	2	n/a	n/a	n/a
2015	Mar 30, 2016	$285M	$0	8	2	n/a	n/a	n/a
2014	Mar 31, 2015	$277M	$0	7	2	n/a	n/a	n/a
2013	Mar 31, 2014	$242M	$0	7	2	n/a	n/a	n/a
2012	Apr 1, 2013	$202M	$0	6	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$520M	$464M	12.0%	$333M	16.0%	2	2	0	0

Relationships

Affiliated with (3)

← ABG CONSULTANTSRegistered adviserother investment adviser, common control
factForm ADV
→ EFFICIENT ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
← EFFICIENT ADVISORSRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV

Registered with (5)

← SARAH ELIZABETH PARKERAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← CHRISTOPHER A MAUTZAdvisorregistration: current employment
May 6, 2024 to presentfactForm ADV
← JONATHAN HENRY CLARKAdvisorregistration: previous registration
May 9, 2017 to Nov 15, 2024factForm ADV
← John Peter SchmickAdvisorregistration: previous registration
Nov 21, 2016 to Mar 6, 2017factForm ADV
← PETER THOMAS KISVERAdvisorregistration: previous registration
Feb 2, 2012 to Jan 11, 2017factForm ADV

Controls (5)

← David, Scott, BishopOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← MAUTZ, CHRISTOPHER, AOwnerPRESIDENT, ownership code NA, individual
Mar 29, 2024 to Mar 29, 2024factForm ADV
← COLUZZI, MICHAEL, ROBERTOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 31, 2021 to Mar 29, 2024factForm ADV
← FIDUCIARY SERVICES GROUP, LLCOwnerSOLE MEMBER, ownership code E, domestic entity
Sep 4, 2014 to Mar 29, 2024factForm ADV
← PCS PARENT, L.P.OwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV

Owns (10)

← HADAWAY, JAMES, RUSSELLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 2, 2019 to Mar 29, 2024factForm ADV
← FSG PARENT, INC.OwnerMEMBER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← LEE EQUITY PARTNERS IV GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← LEP PCS CO-INVEST, LPOwnerLIMITED PARTNER, ownership code D, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← LLR V-PCS, LLCOwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← PCS BUYER, INC.OwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← PCS INTERMEDIATE, INC.OwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← PCS MIDCO, INC.OwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← PCS PARENT GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV
← PCS TOPCO, INC.OwnerSTOCKHOLDER, ownership code E, domestic entity
Mar 29, 2024 to Mar 29, 2024factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Jonathan Henry Clark left Fiduciary Advisors, Llc for Sentinel Pension Advisors, Llc. (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person joined
A Christopher Mautz (President) appeared on Schedule A of Fiduciary Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person joined
Bishop Scott David (Chief Executive Officer) appeared on Schedule A of Fiduciary Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person left
Bruce Mark Klein (Chief Executive Officer) no longer on Schedule A of Fiduciary Advisors, Llc (listed 2023-03-29, absent 2024-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 29, 2024
Control person left
Andrew Gerrit Fedele (Chief Administrative Officer) no longer on Schedule A of Fiduciary Advisors, Llc (listed 2023-03-29, absent 2024-03-29)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2021
Control person joined
Michael Coluzzi (Chief Financial Officer) appeared on Schedule A of Fiduciary Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Aug 2, 2019
Control person joined
Russell James Hadaway (Chief Compliance Officer) appeared on Schedule A of Fiduciary Advisors, Llc
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:19fd8932-4792-3a92-21e6-09c30d472d12
First observed: Dec 13, 2011
Last observed: Aug 11, 2026 40 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIDUCIARY ADVISORS, LLC

CRD 104189

COTTONWOOD HEIGHTS, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19fd8932-4792-3a92-21e6-09c30d472d12

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTOPHER A MAUTZ

n/a

Salt Lake City, UT | COTTONWOOD HEIGHTS, UT

SARAH ELIZABETH PARKER

n/a

COTTONWOOD HEIGHTS, UT | Columbia Station, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLUZZI, MICHAEL, ROBERT

CHIEF FINANCIAL OFFICER

yes

03/2021

Mar 31, 2021

Mar 29, 2024

David, Scott, Bishop

CHIEF EXECUTIVE OFFICER

yes

03/2024

Mar 29, 2024

FIDUCIARY SERVICES GROUP, LLC

SOLE MEMBER

yes

09/2017

Sep 4, 2014

Mar 29, 2024

MAUTZ, CHRISTOPHER, A

President

yes

03/2024

Mar 29, 2024

PCS PARENT, L.P.

Stockholder

yes

03/2024

Mar 29, 2024

FSG PARENT, INC.

Member

03/2024

Mar 29, 2024

HADAWAY, JAMES, RUSSELL

CHIEF COMPLIANCE OFFICER

07/2019

Aug 2, 2019

Mar 29, 2024

LEE EQUITY PARTNERS IV GP, LLC

GENERAL PARTNER

10/2023

Mar 29, 2024

LEP PCS CO-INVEST, LP

LIMITED PARTNER

03/2024

Mar 29, 2024

LLR V-PCS, LLC

Stockholder

03/2024

Mar 29, 2024

PCS BUYER, INC.

Stockholder

03/2024

Mar 29, 2024

PCS INTERMEDIATE, INC.

Stockholder

03/2024

Mar 29, 2024

PCS MIDCO, INC.

Stockholder

03/2024

Mar 29, 2024

PCS PARENT GP, LLC

GENERAL PARTNER

03/2024

Mar 29, 2024

PCS TOPCO, INC.

Stockholder

03/2024

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EFFICIENT ADVISORS, LLC

n/a

Former SEC adviser

$3.1B

yes

n/a

ADVISORTRUST, INC.

n/a

yes

ALLIANCE BENEFIT GROUP ROCKY MOUNTAIN

n/a

yes

n/a

ASPIRE FINANCIAL SERVICES, LLC

n/a

yes

n/a

PCS RETIREMENT LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 29, 2026

$520M

n/a

2024

Mar 20, 2025

$464M

n/a

2023

Mar 29, 2024

$403M

n/a

2022

Mar 29, 2023

$333M

n/a

2021

Mar 30, 2022

$407M

n/a

2020

Mar 31, 2021

$361M

n/a

2019

Mar 30, 2020

$480M

n/a

2018

Mar 31, 2019

$384M

n/a

2017

Mar 28, 2018

$406M

n/a

2016

Mar 31, 2017

$338M

n/a

2015

Mar 30, 2016

$285M

n/a

2014

Mar 31, 2015

$277M

n/a

2013

Mar 31, 2014

$242M

n/a

2012

Apr 1, 2013

$202M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$520M

$464M

12.0%

$333M

16.0%