Fireside Capital Advisors Inc.

Fireside Capital Advisors, Inc. is a Texas corporation established in May 2015, offering wealth management and portfolio management services. The firm serves as a personal family office for family and friends, providing independent, fee-only investment advice. Fireside manages portfolios using professional investment managers and individualized strategies. The firm caters to small institutional clients with assets under $100 million and has no minimum client size requirement. As a fiduciary, Fireside prioritizes clients' interests, does not sell products like annuities, and tailors portfolios to meet specific client needs. The firm manages $164,882,133 in discretionary assets and $97,460,082 in nondiscretionary assets. Fees are charged quarterly based on a percentage of assets under management, with a tiered fee structure. Fireside does not charge performance-based fees, serves various client types including individuals and high net worth individuals, and employs a globally diversified investment strategy. The firm conducts ongoing analysis of funds and securities, emphasizing risk management. Fireside has no disciplinary actions, engages in no financial industry activities or affiliations, and follows a strict Code of Ethics. The firm has custody of client assets for fee deduction purposes and offers both discretionary and nondiscretionary account management. Clients receive periodic portfolio reviews and have the option to impose restrictions on investment decisions.