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FUNDIFY ADVISORS LLC

AUSTIN, TX · CRD 319004 · IAPD ↗ · fundify.com · 512-645-1010

$888,512Regulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
46States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — FUNDIFY ADVISORS LLC shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2026 — FUNDIFY ADVISORS LLC grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
January 2026 — FUNDIFY ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
April 2025 — FUNDIFY ADVISORS LLC notice-filed in AR, DE, ID, ND, RI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — FUNDIFY ADVISORS LLC notice-filed in AZ, CT, IA, IN, KS, KY, MA, ME, NM, NV, OK, OR, SD, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — FUNDIFY ADVISORS LLC notice-filed in AL, HI, MI, MN, MS, NH, OH, SC, TN, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2024 — FUNDIFY ADVISORS LLC notice-filed in CO, GA, IL, LA, MD, NC, NE, NJ, NY, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
August 2024 — FUNDIFY ADVISORS LLC notice-filed in CA, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — FUNDIFY ADVISORS LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
June 2024 — FUNDIFY ADVISORS LLC now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2024 — FUNDIFY ADVISORS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.