Bastion Fiduciary

RIASEC RegisteredEst. 2024

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$287K

Accounts

437

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 333420
Registered since: November 26, 2024
Custodians: GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.96%
Investment Companies19.07%
Pension & Profit Sharing Plans6.77%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bastion Fiduciary is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. Ownership is held by an individual, and the firm serves both individual & family clients and institutional clients. It bills using a mix of asset-based fees, hourly charges and fixed fees, and offers a range of advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, manager/third‑party selection and the publication of periodicals or newsletters. Bastion Fiduciary identifies as a capital allocator but does not describe itself as an active ESG investor, multi‑state adviser, pension consultant or related adviser in its filing.