FELLOWSHIP INVESTMENT ADVISORS, LLC

FELLOWSHIP INVESTMENT ADVISORS, LLC of MAITLAND, FL is an SEC-registered investment adviser (CRD 154103). Regulatory assets under management: $175.9M.

Registration

• CRD: 154103
• SEC file number: 801-129083
• Type: Registered investment adviser
• Location: 630 N WYMORE ROAD, #304, MAITLAND, FL, 32751
• Phone: 407-949-5888
• Latest filing: 2026-03-10
• Regulatory AUM: $175.9M
• Discretionary AUM: $175.5M
• Non-discretionary AUM: $361K
• Clients: 7
• Accounts: 1,025

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154103 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search