FUND DIRECT ADVISORS INC.

CRD 155363 · SEC 801-77794

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201 STATE STREET, GREENSBORO, NC, 27408, United States

Phone

336-271-4450

Fax

336-271-4455

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$593.0M

Discretionary AUM

$50.0M

Team

4 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-05

Disciplinary history

Services

Financial planningPortfolio management (individuals)RIA MGT. FOR 401-K,403-B & 527 PLANS; PROFIT SHAR. PLS; GOV. PEN. PLS. FOR & NON-FOR PROFIT PEN. PLS.

Client types

Type	Clients	AUM
Individuals	65	$25.0M
High net worth individuals	25	$33.0M
Pension/profit sharing plans	65	$510.0M

States served

All web addresses on file

HTTP://FUNDDIRECTADVISORS.COM
https://www.linkedin.com/company/18965477/admin/

Official SEC filing: View on IAPD