BASTION FIDUCIARY, LLC

BASTION FIDUCIARY, LLC is an SEC-registered investment adviser (CRD 333420). Regulatory assets under management: $125.2M.

Registration

• CRD: 333420
• SEC file number: 801-131510
• Type: Registered investment adviser
• Phone: (786) 706-6651
• Latest filing: 2026-04-10
• Regulatory AUM: $125.2M
• Discretionary AUM: $125.2M
• Clients: 7
• Accounts: 437

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333420 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search