Fed Advisors, Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 304650
· Henderson, NV
· www.linkedin.com
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ADV data as of Jan 07, 2026
- Regulatory AUM
- $5.8M
- Discretionary
- $5.8M
- Clients
- 36
- Avg AUM / client
- $162K
- Accounts
- 36
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $5.8M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American United Life Insurance Company Agents 401 K Plan American United Life Insurance Company | 2024 | |
| American United Life Progress Sharing Plan And Trust American United Life Insurance Company | 2024 |
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American United Life Insurance Company Agents 401 K Plan | American United Life Insurance Company | 785 | $59.8M | 01/01/2024 |
| American United Life Progress Sharing Plan And Trust | American United Life Insurance Company | 1,826 | $538M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $2.8M (49% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗