Single Family OfficeRIA · CRD 333420SEC-Registered

Updated:

Bastion Fiduciary

BASTION FIDUCIARY is an SEC-registered investment adviser in ISLAMORADA, FL, registered since 2024. The firm manages approximately $125 million in regulatory...

Bastion Fiduciary

BASTION FIDUCIARY is an SEC-registered investment adviser in ISLAMORADA, FL, registered since 2024. The firm manages approximately $125 million in regulatory assets. It has 7 employees and 6 investment advisers.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs Bastion Fiduciary?

No named principals or executives appear in any public database, news article, or regulatory filing. The firm's leadership structure is entirely unknown (public record, as of 2026).

What is the source of Bastion Fiduciary's wealth?

No public disclosure ties Bastion Fiduciary to a specific family, individual, or corporate entity. Wealth origin is unconfirmed (public record, as of 2026).

Does Bastion Fiduciary invest in external funds or directly?

The firm has no documented fund commitments, direct investments, or co-investments in any public deal database or press release. Its investment methodology is unknown (public record, as of 2026).

Is Bastion Fiduciary related to any known family office or asset manager?

No connection has been established to any other investment firm, family office network, or financial institution. The entity appears standalone in public records (public record, as of 2026).

How large is Bastion Fiduciary?

AUM, deployment capital, and team size are not publicly reported. The firm does not appear in any industry ranking or regulatory filing that would indicate scale (public record, as of 2026).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles