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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

FIDUCIARY INVESTMENT TRUSTS, LLC

CRD 296964

OVERLAND PARK, KS

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:e3f3e415-03e4-144b-2706-796963ad8a8f

Data as of Oct 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 16
On other graphs: 0
Observed: Jun 15, 2018 to Oct 27, 2022
39 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.0MItem 5.F on the latest filing (2022-10-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0M
Private client RAUM: $2.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 17
Advisory employees: 9
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 53
Individual clients: 53
SEC number: 801-113621
CRD: 296964
Filings on the tape: 39
First filed: Jun 15, 2018
Latest filed: Oct 27, 2022
Organised: Limited Liability Company, Kansas

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
CHHSZ HOLDINGS, LLC	Member	E	yes	10/2019	Oct 31, 2019	Oct 27, 2022
COLANGELO, SCOTT, JAMES	Chairman	Na	yes	10/2019	Jun 15, 2018	Oct 27, 2022
COLANGELO, SCOTT, JAMES	ELECTED MANAGER / OFFICER	F	yes	10/2019	Jun 15, 2018	Oct 27, 2022
DILLBECK, BRIAN, STEPHEN	CHIEF FINANCIAL & OPERATION OFFICER	Na	yes	11/2020	Dec 1, 2020	Oct 27, 2022
DILLBECK, BRIAN, STEPHEN	ELECTED MANAGER / OFFICER	F	yes	11/2020	Dec 1, 2020	Oct 27, 2022
HAKES, TIM, DAVID	ELECTED MANAGER / OFFICER	F	yes	10/2019	Jun 15, 2018	Oct 27, 2022
HAKES, TIM, DAVID	ELECTED MANAGER / VICE-CHAIRMAN	Na	yes	10/2019	Jun 15, 2018	Oct 27, 2022
SPENCER, GLENN, AVERY	ELECTED MANAGER / OFFICER	F	yes	10/2019	Jun 15, 2018	Oct 27, 2022
SPENCER, GLENN, AVERY	CHIEF EXECUTIVE OFFICER	Na	yes	10/2019	Jun 15, 2018	Oct 27, 2022
WOODARD, ANTHONY, ELLIOTT	CHIEF COMPLIANCE OFFICER	Na	yes	04/2018	Jun 15, 2018	Oct 27, 2022
LOW, ROBERT, EUGENE	ELECTED MANAGER	F	no	04/2021	May 28, 2021	Oct 27, 2022

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
PRIME CAPITAL INVESTMENT ADVISORS, LLC	n/a	Mixed wealth	$39B	N	yes	n/a
20/20 CAPITAL MANAGEMENT, INC	n/a	Former SEC adviser	$677M	N	yes	n/a
THEMATIC INVESTMENTS, LLC	n/a	Former SEC adviser	$8.7M	N	yes	n/a
PCRM LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	1	no
Salem	Or	United States	1	no
FLOWER MOUND	TX	United States	1	no
Houston	TX	United States	1	no

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
2021	Mar 17, 2022	$2.0M	$2.0M	18	10	4	n/a	n/a
2020	Mar 5, 2021	$331M	$331M	16	9	2	n/a	n/a
2019	Mar 4, 2020	$301M	$301M	19	9	2	n/a	n/a
2018	Mar 15, 2019	$425M	$425M	13	6	2	n/a	n/a

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
2021	$2.0M	$331M	-99.4%	$425M	-83.2%	17	16	4	2

Relationships

Affiliated with (4)

← THEMATIC INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ 20/20 CAPITAL MANAGEMENT, INCRegistered adviserother investment adviser, common control
factForm ADV
→ PRIME CAPITAL FINANCIALRegistered adviserother investment adviser, common control
factForm ADV
→ THEMATIC INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← HAKES, TIM, DAVIDOwnerELECTED MANAGER / OFFICER, ownership code F, individual
Jun 15, 2018 to presentfactForm ADV
← COLANGELO, SCOTT, JAMESOwnerELECTED MANAGER / OFFICER, ownership code F, individual
Jun 15, 2018 to presentfactForm ADV
← DILLBECK, BRIAN, STEPHENOwnerELECTED MANAGER / OFFICER, ownership code F, individual
Dec 1, 2020 to presentfactForm ADV
← WOODARD, ANTHONY, ELLIOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 15, 2018 to presentfactForm ADV
← SPENCER, GLENN, AVERYOwnerELECTED MANAGER / OFFICER, ownership code F, individual
Jun 15, 2018 to presentfactForm ADV
← CHHSZ HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Oct 31, 2019 to presentfactForm ADV

Owns (1)

← LOW, ROBERT, EUGENEOwnerELECTED MANAGER, ownership code F, individual
May 28, 2021 to presentfactForm ADV

Registered with (12)

← TIM DAVID HAKESAdvisorregistration: previous registration
Jul 20, 2018 to Apr 21, 2023factForm ADV
← SCOTT JAMES COLANGELOAdvisorregistration: previous registration
Jul 20, 2018 to Mar 20, 2023factForm ADV
← ANTHONY ELLIOTT WOODARDAdvisorregistration: previous registration
Jul 16, 2018 to Mar 20, 2023factForm ADV
← KYLE PALMER BINGHAMAdvisorregistration: previous registration
Apr 9, 2021 to Mar 20, 2023factForm ADV
← MELISSA KAY STURGISAdvisorregistration: previous registration
Nov 21, 2019 to Mar 16, 2023factForm ADV
← MICHAEL ALLEN SMOOTSAdvisorregistration: previous registration
Aug 16, 2019 to Mar 16, 2023factForm ADV
← MARCO MACY MELEROAdvisorregistration: previous registration
Oct 2, 2020 to Mar 16, 2023factForm ADV
← CHRISTOPHER T ROPERAdvisorregistration: previous registration
Aug 27, 2018 to Mar 16, 2023factForm ADV
← Eric Paul ButlerAdvisorregistration: previous registration
Oct 24, 2020 to Dec 13, 2021factForm ADV
← ALEJANDRO SIQUEIROSAdvisorregistration: previous registration
Sep 4, 2019 to Nov 17, 2020factForm ADV
← ROBERT J. CRUZAdvisorregistration: previous registration
Aug 24, 2018 to Sep 1, 2020factForm ADV
← Matthew Grant SwatekAdvisorregistration: previous registration
Mar 3, 2020 to Mar 3, 2020factForm ADV

Dated events

Occurred
Apr 21, 2023
Advisor departed, no destination yet
Tim David Hakes no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 20, 2023
Advisor changed firm
Kyle Palmer Bingham left Fiduciary Investment Trusts, Llc for Prime Capital Financial (registered 2023-03-16)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2023
Advisor departed, no destination yet
Anthony Elliott Woodard no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 20, 2023
Advisor departed, no destination yet
Scott James Colangelo no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 16, 2023
Advisor departed, no destination yet
Michael Allen Smoots no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 16, 2023
Advisor changed firm
Melissa Kay Sturgis left Fiduciary Investment Trusts, Llc for Umb Private Wealth Management, Llc (registered 2026-05-13)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2023
Advisor departed, no destination yet
Christopher T Roper no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Mar 16, 2023
Advisor departed, no destination yet
Marco Macy Melero no longer registered at Fiduciary Investment Trusts, Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 1, 2021
Regulatory AUM changed
Fiduciary Investment Trusts, Llc reported RAUM $2.1M, down 99% from $330.6M (2021-06-02 to 2021-10-01)
Form ADVobserved 4 days ago
$-328M
Occurred
Dec 1, 2020
Control person joined
Brian Dillbeck (Chief Financial & Operation Officer) appeared on Schedule A of Fiduciary Investment Trusts, Llc
Form ADVobserved 4 days ago
Occurred
May 20, 2020
Control person left
John Seibolt (Chief Operating Officer) no longer on Schedule A of Fiduciary Investment Trusts, Llc (listed 2020-03-04, absent 2020-05-20)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2019
Control person left
E Joseph Zdeb (Member) no longer on Schedule A of Fiduciary Investment Trusts, Llc (listed 2019-09-04, absent 2019-10-31)
Form ADVobserved 4 days ago
Occurred
Oct 31, 2019
Control person left
Don Joe Hildebrand (Member) no longer on Schedule A of Fiduciary Investment Trusts, Llc (listed 2019-09-04, absent 2019-10-31)
Form ADVobserved 4 days ago
Occurred
Jun 11, 2019
Regulatory AUM changed
Fiduciary Investment Trusts, Llc reported RAUM $298.0M, down 30% from $424.6M (2019-03-15 to 2019-06-11)
Form ADVobserved 4 days ago
$-127M
Occurred
Jun 11, 2019
Control person joined
John Seibolt (Chief Operating Officer) appeared on Schedule A of Fiduciary Investment Trusts, Llc
Form ADVobserved 4 days ago
Occurred
Jun 15, 2018
First Form ADV filing
Fiduciary Investment Trusts, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3f3e415-03e4-144b-2706-796963ad8a8f
First observed: Jun 15, 2018
Last observed: Oct 27, 2022 47 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 INVESTMENT TRUSTS, LLC

CRD 296964

OVERLAND PARK, KS

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:e3f3e415-03e4-144b-2706-796963ad8a8f

Data as of Oct 27, 2022 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHHSZ HOLDINGS, LLC

Member

yes

10/2019

Oct 31, 2019

Oct 27, 2022

COLANGELO, SCOTT, JAMES

Chairman

yes

10/2019

Jun 15, 2018

Oct 27, 2022

COLANGELO, SCOTT, JAMES

ELECTED MANAGER / OFFICER

yes

10/2019

Jun 15, 2018

Oct 27, 2022

DILLBECK, BRIAN, STEPHEN

CHIEF FINANCIAL & OPERATION OFFICER

yes

11/2020

Dec 1, 2020

Oct 27, 2022

DILLBECK, BRIAN, STEPHEN

ELECTED MANAGER / OFFICER

yes

11/2020

Dec 1, 2020

Oct 27, 2022

HAKES, TIM, DAVID

ELECTED MANAGER / OFFICER

yes

10/2019

Jun 15, 2018

Oct 27, 2022

HAKES, TIM, DAVID

ELECTED MANAGER / VICE-CHAIRMAN

yes

10/2019

Jun 15, 2018

Oct 27, 2022

SPENCER, GLENN, AVERY

ELECTED MANAGER / OFFICER

yes

10/2019

Jun 15, 2018

Oct 27, 2022

SPENCER, GLENN, AVERY

CHIEF EXECUTIVE OFFICER

yes

10/2019

Jun 15, 2018

Oct 27, 2022

WOODARD, ANTHONY, ELLIOTT

CHIEF COMPLIANCE OFFICER

yes

04/2018

Jun 15, 2018

Oct 27, 2022

LOW, ROBERT, EUGENE

ELECTED MANAGER

04/2021

May 28, 2021

Oct 27, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRIME CAPITAL INVESTMENT ADVISORS, LLC

n/a

Mixed wealth

$39B

yes

n/a

20/20 CAPITAL MANAGEMENT, INC

n/a

Former SEC adviser

$677M

yes

n/a

THEMATIC INVESTMENTS, LLC

n/a

Former SEC adviser

$8.7M

yes

n/a

PCRM LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Denver

United States

Salem

United States

FLOWER MOUND

United States

Houston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 17, 2022

$2.0M

n/a

2020

Mar 5, 2021

$331M

n/a

2019

Mar 4, 2020

$301M

n/a

2018

Mar 15, 2019

$425M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$2.0M

$331M

-99.4%

$425M

-83.2%