Bastion Fiduciary
Bastion Fiduciary is an SEC-registered mass-market adviser with $125.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bastion Fiduciary: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333420, SEC 801-131510, data through 2026-04-10.
- AUM (assets under management / regulatory AUM)
- $125.2M (2026-04-10)
- Firm type
- Mass-Market Adviser
- Employees
- 7
- Clients
- 241
- CRD
- 333420
- Ownership
- SMITH, CALE, MICHAEL; Alderfer, Jeffrey, Scott
How much AUM does Bastion Fiduciary have?
Bastion Fiduciary reported $125.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-10).
Who owns Bastion Fiduciary?
Disclosed owners and executives of Bastion Fiduciary include SMITH, CALE, MICHAEL, Alderfer, Jeffrey, Scott. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.