SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Fiera Capital Inc.
New York, NY
CRD 113638
Firm filing updated August 21, 2026 ·
- $17.3BAssets
- 4,643Clients
- 37Advisory staff
- 4,643Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals3,087
- Individuals509
- Corporations or other businesses438
- Charities98
- Pension and profit sharing plans67
- and 3 more44
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 509 | $249.6 million |
| High net worth individuals | 3,087 | $5.7 billion |
| Investment companies | 3 | $351.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $2.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 67 | $837.0 million |
| Charitable organizations | 98 | $530.4 million |
| State or municipal government entities (including government pension plans) | 18 | $2.9 billion |
| Corporations or other businesses not listed above | 438 | $4.0 billion |
| Other: "WRAP FEE ACCOUNT PARTICIPANTS" | 400 | $177.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$17.3 billion
- Accounts4,643
- Discretionary$17.2 billion · 4,600 accounts
- Non-discretionary$87.1 million · 43 accounts
People
- Employees95
- Advisory staff37
- Broker-dealer reps12
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 113638, SEC file 801-8948.
- Registered with the SEC as an investment advisor (status date on record: December 22, 1972).
Is Fiera Capital Inc. a fiduciary?
Short answer: Fiera Capital Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 12 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.