Db Fitzpatrick

Registered investment advisor · Boise, Idaho · CRD #105671

Assets Under Management

$487M

Client Accounts

106

Employees

CRD Number

105671

Registration

SEC Registered

Custodian

The Bank Of New York Mellon, Charles Schwab & Co., Inc., Principal Custody Solutions, U.s. Bank National Association

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Db Fitzpatrick

DB Fitzpatrick is a registered asset management firm established in 1984, offering equity and fixed income products. The firm is led by CEO Brandon, who has extensive academic and professional background in finance and economics. DB Fitzpatrick provides custom-made investment plans tailored to individual client needs.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Db Fitzpatrick

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Frequently Asked Questions

What is Db Fitzpatrick's AUM?

Db Fitzpatrick reports approximately $487M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Db Fitzpatrick headquartered?

Db Fitzpatrick is headquartered in Boise, Idaho.

What is Db Fitzpatrick's CRD number?

Db Fitzpatrick's CRD number is 105671. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.