Asset manager · Austin, TX
Precision Fiduciary Partners, LLC
SEC-registered investment adviser · CRD 149694 · SEC 801-78809
At a glance
Precision Fiduciary Partners, LLC is an SEC-registered investment adviser based in Austin, Texas, with $24.1 billion in regulatory assets under management as of its Form ADV filed July 10, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 342nd of 3,218 asset managers and 771st of 17,210 SEC-registered advisers by assets.
Main office 512-879-1505As filed on Form ADV
- Regulatory AUM
- $24B
- Rank among asset managers
- #342 of 3,218
- Rank among all SEC RIAs
- #771 of 17,210
- Rank in Texas
- #32 of 1,081
- Clients
- 4,144
- Accounts
- 4,224
- Discretionary
- 88% of AUM
- Employees
- 17
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Richard S. PriceChairman & Chief Executive Officer
- Michael E. AnninFiduciary Solutions Department, President
- Jesse J. KeigChief Financial Officer / Director
- James ShieldsChief Compliance Officer
Custody and brokerage
Custodian
Precision Fiduciary Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Precision Fiduciary Partners, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Mesirow Financial, Inc..
- Mesirow Financial, Inc. ↗CRD 2764
An introducing broker-dealer: its trades clear through National Financial Services (Fidelity) and Pershing, which hold the brokerage accounts. Its annual audited report filed with the SEC, May 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 4,045 | $20B | 84% |
| State or municipal government entities | 29 | $3.3B | 14% |
| Pooled investment vehicles | 70 | $523M | 2% |
Disciplinary disclosures
Precision Fiduciary Partners, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Precision Fiduciary Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 398 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Precision Fiduciary Partners, LLC manage?
Precision Fiduciary Partners, LLC reports $24.1 billion in regulatory assets under management across 4,224 accounts, 88% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
What kind of firm is Precision Fiduciary Partners, LLC?
Precision Fiduciary Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Precision Fiduciary Partners, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($20.2 billion, 4,045 clients); state or municipal government entities ($3.3 billion, 29 clients); pooled investment vehicles ($523 million, 70 clients).
Does Precision Fiduciary Partners, LLC have any disciplinary history?
Precision Fiduciary Partners, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Precision Fiduciary Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →