Sali Fund Services
Austin, TX·SEC-registered · CRD #124235
Sali Fund Services is an SEC-registered investment advisory firm in Austin, TX managing $42B across 312 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$42B
Client accounts
312
Advisory staff
5
Fee model
Fee-based
How Sali Fund Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sali Fund Services
How much does Sali Fund Services manage?
Per its most recent SEC Form ADV filing (05/01/2026), Sali Fund Services reports $42B in regulatory assets under management across roughly 312 client accounts.
How does Sali Fund Services charge?
Sali Fund Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sali Fund Services a fiduciary?
Yes. Sali Fund Services is registered with the U.S. Securities and Exchange Commission (CRD #124235), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sali Fund Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sali Fund Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Austin, TX
Profile compiled from Sali Fund Services's public SEC Form ADV filing (CRD #124235, filed 05/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sali Fund Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sali Fund Services? Claim this profile.