RIA Intel›Advisers›Utah›PHIBBS FINANCIAL SERVICES LLC

PHIBBS FINANCIAL SERVICES LLC

Advisory

DRAPER, UT

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

Average account

$86K

across 316 accounts

AUM per adviser

$27M

1 adviser

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

Total AUM

$27M

Discretionary %

100%

Clients

83

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients83

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, MI, OH, TX, UT

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

83 clients

2 high-net-worth

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

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

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FIVE STAR ASSET MANAGEMENT, LLC

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$26M

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CHUGG WEALTH STRATEGIES, LLC

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RETIREMENT ADVICE LLC

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$26M

ZWMC, L.L.C.

SALT LAKE CITY, UT

$29M

+15.7% 1Y

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