Overview
Assets Under Management: $176 million
Headquarters: MAITLAND, FL
High-Net-Worth Clients: 33
Average Client Assets: $1.6 million
Frequently Asked Questions
FELLOWSHIP FINANCIAL GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154103), FELLOWSHIP FINANCIAL GROUP is subject to fiduciary duty under federal law.
FELLOWSHIP FINANCIAL GROUP is headquartered in MAITLAND, FL.
FELLOWSHIP FINANCIAL GROUP serves 33 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, FELLOWSHIP FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FELLOWSHIP FINANCIAL GROUP manages $176 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, FELLOWSHIP FINANCIAL GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.58%
Average Client Assets: $1.6 million
Total Client Accounts: 1,025
Discretionary Accounts: 1,017
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 154103
Filing ID: 2054564
Last Filing Date: 2026-03-10 12:50:13