Fundamental Investment Alliance Group, Inc.

Fundamental Investment Alliance Group, Inc. is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Lutz, Florida. On its latest Form ADV, filed April 14, 2026, it reports $11M in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Florida
Firm CRD number	131166
Office	136 Whitaker Road Suite a Lutz, FL 33549
Phone	(813) 960-9600
Website	Not listed
Regulatory assets under management	$11M
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets
Services	Portfolio management
Employees	4
Disciplinary disclosures	None reported
Latest Form ADV filing	April 14, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Lutz

• PFG Private Wealth Management, LLC $289M
• Edmp, Inc. $147M

See all 3 fee-only advisers in Lutz →

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