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.
Fundify Advisors LLC
Austin, TX
CRD 319004
Firm filing updated July 31, 2026 ·
- $888.5KAssets
- 9,394Clients
- 3Advisory staff
- 9,393Accounts
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
- Individuals9,265
- High net worth individuals129
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 9,265 | $862,416 |
| High net worth individuals | 129 | $26,096 |
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 businesses (other than small businesses) or institutional clients
- Other: "SELECTION OF PRE- SEED, SEED, EARLY STAGE, AND LATER STAGE PRIVATE COMPANIES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "SELECTION OF PRE- SEED, SEED, EARLY STAGE, AND LATER STAGE PRIVATE COMPANIES"
Assets and accounts
- Regulatory assets$888,512
- Accounts9,393
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 319004, SEC file 801-125725.
- Registered with the SEC as an investment advisor (status date on record: August 15, 2023).
Is Fundify Advisors LLC a fiduciary?
Short answer: Fundify Advisors LLC is registered with the SEC as an investment advisor.
More detail
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.
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: the firm has a related broker-dealer. 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.