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FUNDAMENTAL ADVISORS, INC.
CRD 122643
3730 KIRBY DRIVE, SUITE 1010, HOUSTON, TX, 77098, United States
Phone
713.834.1111
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.0M
Discretionary AUM
$31.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingBUSINESS SUCCESSION CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $13.3M |
| High net worth individuals | 3 | $17.3M |
All web addresses on file
Official SEC filing: View on IAPD