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Bank / Wealth / TrustRIA · CRD 107539SEC-Registered

Updated:

Tingey Advisors

Founded in 1996 and headquartered in Salt Lake City, Utah, Tingey Advisors is a registered investment advisor that provides discretionary portfolio management...

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Tingey Advisors

Founded in 1996 and headquartered in Salt Lake City, Utah, Tingey Advisors is a registered investment advisor that provides discretionary portfolio management and wealth advisory services. The firm's client base spans high-net-worth individuals, trusts, estates, charitable foundations, and small institutions. Its longevity places it among a generation of fiduciary shops established before the dot-com era that have quietly compounded capital through full market cycles without the branding footprint of national wirehouses. The firm constructs personalized multi-asset portfolios, typically blending equities, fixed income, and cash management strategies according to individual client mandates. Tingey Advisors does not publicly disclose assets under management, team headcount, or recent capital events. The firm has maintained a deliberately low public profile, with no widely reported M&A activity, fund launches, or leadership transitions in the news record. Tingey's structural identity is that of an independent, privately held RIA — a governance model that, without external shareholders or a bank parent, theoretically aligns advisor incentives directly with client outcomes. The firm's four-decade runway as a going concern implies a formalized succession structure or a closely held partnership model, though the specific governance architecture has not been disclosed publicly.

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

Location

Region

North America

Country

United States

City

Salt Lake City

Corporate office

Salt Lake City, UT, United States

Frequently asked questions

What is Tingey Advisors' investment approach?

The firm provides discretionary portfolio management, constructing customized allocations across equities, fixed income, and cash strategies tailored to each client's objectives. As an RIA with discretionary authority, Tingey executes and manages portfolios directly rather than outsourcing to third-party managers. The firm does not publish model portfolios or strategic asset allocation targets.

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