Precision Fiduciary Partners, LLC

Overview

Precision Fiduciary Partners, LLC is an SEC registered investment adviser based in Austin, TX, registered since 2013. It reports $24.1B in assets under management across 4,224 accounts, with 17 employees. It has 7 investment adviser representatives.

Reported AUM

$24.1B

Discretionary

88%

Accounts

4,224

Average account

$5.7M

Employees

17

Advisory reps

7

Registered since

2013

Jurisdictions

48

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Government
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Richard Scott Price Chairman, Chief Executive Officer CRD 367760
• Michael Edward Annin Fiduciary Solutions Department, President CRD 4393776
• James Shields Chief Compliance Officer CRD 2927398

1 more executive officer, with direct contact details

Advisory reps 3 of 7

• Alexander Israel Behm Investment Adviser Rep CRD 6214667
• Ethan Naumann Blanchard Investment Adviser Rep CRD 8187864
• Christopher James Manor Investment Adviser Rep CRD 7593158

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

6300 Bridge Point Pkwy Ste 1-300
Austin, TX 78730

County

Travis

Metro area

Austin-Round Rock-Georgetown, TX

Region

South

Registrations

• SEC registered
• Registered in 48 jurisdictions
• Website: mesirowfinancial.com

Every state, with registration dates

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