RIA Intel›Advisers›Washington›FISCALIS ADVISORY, INC.

FISCALIS ADVISORY, INC.

Advisory

ANACORTES, WA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$708K

across 66 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$0

Non-Discretionary AUM$47M

Discretionary %0%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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