# Tingey Advisors

Tingey Advisors is a Bank / Wealth / Trust based in Salt Lake City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, UT, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** tingeyadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/tingey-advisors-inc

## Regulatory record

- **CRD number:** 107539
- **SEC file number:** 801-88169
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107539

## About

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.

## 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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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://tingeyadvisors.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/107539
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/tingey-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology