FIDUCIARY ADVISORS, LLC
CRD #104189 SEC #801-72971 COTTONWOOD HEIGHTS, UT 801-492-7341
SEC Registered
Total AUM
$464.5M
Discretionary
$0
Employees
2
Clients
0
Accounts
50
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BILLUPS, JOSEPH, SCOTT | I | CHIEF FINANCIAL OFFICER | NA | |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| COLUZZI, MICHAEL, ROBERT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| David, Scott, Bishop | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| David, Scott, Bishop | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| David, Scott, Bishop | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT & CFO | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT & CFO | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT | NA | Control |
| FEDELE, GERRIT, ANDREW | I | PRESIDENT | NA | Control |
| FEDELE, GERRIT, ANDREW | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| FEDELE, GERRIT, ANDREW | I | CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| HADAWAY, JAMES, RUSSELL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KISVER, PETER THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| KLEIN, MARK, BRUCE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Knapp, Jeremy | I | CFO | NA | |
| MAUTZ, CHRISTOPHER, A | I | PRESIDENT | NA | Control |
| MAUTZ, CHRISTOPHER, A | I | PRESIDENT | NA | Control |
| MAUTZ, CHRISTOPHER, A | I | PRESIDENT | NA | Control |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| SHAPPELL, RICHARD PAUL | I | CHIEF FINANCIAL OFFICER | NA | |
| TRUST, MARK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| coluzzi, michael | I | CHIEF FINANCIAL OFFICER | NA | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | MEMBER/OWNER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| FIDUCIARY SERVICES GROUP, LLC | DE | SOLE MEMBER | E | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT/MEMBER | D | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | D | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | D | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT/MEMBER | D | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT | D | Control |
| KLEIN, MARK BRUCE | I | PRESIDENT/MEMBER | D | Control |
| PROFESSIONAL CAPITAL SERVICES, LLC | DE | OWNER | D | Control |
| PROFESSIONAL CAPITAL SERVICES, LLC | DE | OWNER | D | Control |
| PROFESSIONAL CAPITAL SERVICES, LLC | DE | OWNER | D | Control |
| RICHARDSON INVESTORS, LLC | DE | MEMBER/OWNER | D | Control |
| RICHARDSON INVESTORS, LLC | DE | MEMBER/OWNER | D | Control |
| RICHARDSON INVESTORS, LLC | DE | MEMBER/OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LEE EQUITY PARTNERS IV GP, LLC | DE | LEP PCS CO-INVEST, LP | F | |
| PCS PARENT GP, LLC | DE | PCS PARENT, L.P. | F | |
| FSG PARENT, INC. | DE | FIDUCIARY SERVICES GROUP, LLC | E | |
| LLR V-PCS, LLC | DE | FSG PARENT, INC. | E | |
| PCS BUYER, INC. | DE | LLR V-PCS, LLC | E | |
| PCS INTERMEDIATE, INC. | DE | PCS MIDCO, INC. | E | |
| PCS MIDCO, INC. | DE | PCS BUYER, INC. | E | |
| PCS PARENT, L.P. | DE | PCS TOPCO, INC. | E | Control |
| PCS TOPCO, INC. | DE | PCS INTERMEDIATE, INC. | E | |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| FSG PARTNERS, LLC | DE | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| KLEIN, MARK BRUCE | I | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK BRUCE | I | FIDUCIARY SERVICES GROUP, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | D | Control |
| LEP PCS CO-INVEST, LP | DE | PCS PARENT, L.P. | D | |
| RICHARDSON INVESTORS, LLC | DE | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| RICHARDSON INVESTORS, LLC | DE | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| RICHARDSON INVESTORS, LLC | DE | PROFESSIONAL CAPITAL SERVICES, LLC | D | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | C | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | C | Control |
| KLEIN, MARK, BRUCE | I | FSG PARTNERS, LLC | C | Control |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C | |
| LLR EQUITY PARTNERS V, L.P. | DE | FIDUCIARY SERVICES GROUP, LLC | C |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (3)
FL PA UT
Address
6975 UNION PARK CTRSUITE 644
COTTONWOOD HEIGHTS, UT 84047
United States
Phone: 801-492-7341