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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

FIDUCIARY ADVISORS, INC.

CRD 108239

ST. LOUIS, MO

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:36de7bf2-c8c3-a337-d173-64c58119b983

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 6
On other graphs: 1
Observed: Apr 2, 2012 to Mar 19, 2026
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Fiduciary Advisors, Inc.

Investment consultant · shared crd

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.09 fund_share=0.0 institutional_share=0.91 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.1BItem 5.F on the latest filing (2026-03-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $197MderivedItem 5.D individuals plus high net worth individuals
Private client share: 9%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $702Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 431
Individual clients: 52
High net worth clients: 55
Custody, client assets: $138M
SEC number: 801-57763
CIK: 2047030
CRD: 108239
Filings on the tape: 24
First filed: Apr 2, 2012
Latest filed: Mar 19, 2026
Organised: Corporation, MO
Website: fiduciaryadv.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
TODD WILLIAM GRIZZLE	n/a	ST LOUIS, MO	23	26	n/a	no
MELINDA ANNE TRACHSEL	n/a	ST. LOUIS, MO	20	22	n/a	no
ANDREW LAWES EYERMAN	n/a	ST. LOUIS, MO	6	19	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
GRIZZLE, TODD, WILLIAM	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	11/2022	Jan 11, 2023	Mar 11, 2024
HEFELE, DIANE	Secretary	Na	yes	06/2018	Mar 8, 2023	Mar 11, 2024
TRACHSEL, MELINDA, ANNE	VICE PRESIDENT - COMPLIANCE	C	yes	06/2018	Mar 8, 2023	Mar 11, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$2.1B	$2.0B	4	2	0	n/a	n/a
2024	Mar 25, 2025	$1.7B	$1.6B	4	2	0	n/a	n/a
2023	Mar 11, 2024	$1.5B	$1.5B	4	2	0	n/a	n/a
2022	Mar 8, 2023	$1.1B	$1.1B	4	2	0	n/a	n/a
2021	Mar 24, 2022	$1.4B	$1.3B	6	4	0	n/a	n/a
2020	Mar 25, 2021	$1.2B	$1.2B	6	4	0	n/a	n/a
2019	Mar 16, 2020	$1.1B	$1.0B	4	4	0	n/a	n/a
2018	Mar 18, 2019	$920M	$846M	6	6	0	n/a	n/a
2017	Mar 21, 2018	$996M	$903M	5	5	0	n/a	n/a
2016	Mar 27, 2017	$771M	$681M	5	5	n/a	n/a	n/a
2015	Mar 29, 2016	$687M	$603M	5	5	n/a	n/a	n/a
2014	Mar 20, 2015	$693M	$610M	5	5	n/a	n/a	n/a
2013	Mar 27, 2014	$639M	$581M	5	5	n/a	n/a	n/a
2012	Apr 1, 2013	$511M	$461M	5	5	n/a	n/a	n/a
2011	Apr 2, 2012	$267M	$221M	n/a	n/a	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
0	0	0	0.0%	0	0	0	0	0

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	$2.1B	$1.7B	21.6%	$1.1B	22.6%	4	4	0	0

Relationships

Registered with (7)

← ANDREW LAWES EYERMANAdvisorregistration: current employment
Aug 10, 2020 to presentfactForm ADV
← MELINDA ANNE TRACHSELAdvisorregistration: current employment
Jan 1, 2006 to presentfactForm ADV
← TODD WILLIAM GRIZZLEAdvisorregistration: current employment
Oct 30, 2002 to presentfactForm ADV
← Regina Erin CrookAdvisorregistration: previous registration
May 23, 2018 to Aug 21, 2019factForm ADV
← KIMBERLY ROBINSONAdvisorregistration: previous registration
Jun 10, 2015 to May 15, 2018factForm ADV
← PATRICK M RITTERAdvisorregistration: previous registration
May 20, 2016 to Jul 25, 2017factForm ADV
← LESLEY ANN KILCULLINAdvisorregistration: previous registration
Apr 2, 2012 to Oct 1, 2015factForm ADV

Controls (3)

← GRIZZLE, TODD, WILLIAMOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 11, 2023 to Mar 11, 2024factForm ADV
← TRACHSEL, MELINDA, ANNEOwnerVICE PRESIDENT - COMPLIANCE, ownership code C, individual
Mar 8, 2023 to Mar 11, 2024factForm ADV
← HEFELE, DIANEOwnerSECRETARY, ownership code NA, individual
Mar 8, 2023 to Mar 11, 2024factForm ADV

Dated events

Occurred
Mar 11, 2024
Regulatory AUM changed
Fiduciary Advisors, Inc. reported RAUM $1.5B, up 35% from $1.1B (2023-03-08 to 2024-03-11)
Form ADVobserved 5 days ago
$401M
Occurred
Mar 11, 2024
Control person left
Francis John Hefele (Shareholder) no longer on Schedule A of Fiduciary Advisors, Inc. (listed 2023-03-08, absent 2024-03-11)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person joined
Diane Hefele (Secretary) appeared on Schedule A of Fiduciary Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Control person joined
Anne Melinda Trachsel (Vice President - Compliance) appeared on Schedule A of Fiduciary Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 11, 2023
Control person joined
William Todd Grizzle (President And Chief Compliance Officer) appeared on Schedule A of Fiduciary Advisors, Inc.
Form ADVobserved 5 days ago
Occurred
Mar 21, 2018
Regulatory AUM changed
Fiduciary Advisors, Inc. reported RAUM $996.1M, up 29% from $770.6M (2017-05-31 to 2018-03-21)
Form ADVobserved 5 days ago
$226M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36de7bf2-c8c3-a337-d173-64c58119b983
First observed: Apr 2, 2012
Last observed: Mar 19, 2026 6 months 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, INC.

CRD 108239

ST. LOUIS, MO

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:36de7bf2-c8c3-a337-d173-64c58119b983

Data as of Mar 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TODD WILLIAM GRIZZLE

n/a

ST LOUIS, MO

n/a

MELINDA ANNE TRACHSEL

n/a

ST. LOUIS, MO

n/a

ANDREW LAWES EYERMAN

n/a

ST. LOUIS, MO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRIZZLE, TODD, WILLIAM

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

11/2022

Jan 11, 2023

Mar 11, 2024

HEFELE, DIANE

Secretary

yes

06/2018

Mar 8, 2023

Mar 11, 2024

TRACHSEL, MELINDA, ANNE

VICE PRESIDENT - COMPLIANCE

yes

06/2018

Mar 8, 2023

Mar 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$2.1B

$2.0B

n/a

2024

Mar 25, 2025

$1.7B

$1.6B

n/a

2023

Mar 11, 2024

$1.5B

n/a

2022

Mar 8, 2023

$1.1B

n/a

2021

Mar 24, 2022

$1.4B

$1.3B

n/a

2020

Mar 25, 2021

$1.2B

n/a

2019

Mar 16, 2020

$1.1B

$1.0B

n/a

2018

Mar 18, 2019

$920M

$846M

n/a

2017

Mar 21, 2018

$996M

$903M

n/a

2016

Mar 27, 2017

$771M

$681M

n/a

2015

Mar 29, 2016

$687M

$603M

n/a

2014

Mar 20, 2015

$693M

$610M

n/a

2013

Mar 27, 2014

$639M

$581M

n/a

2012

Apr 1, 2013

$511M

$461M

n/a

2011

Apr 2, 2012

$267M

$221M

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

$2.1B

$1.7B

21.6%

$1.1B

22.6%