Louis J. Fetch

CLIFFORD CAPITAL PARTNERS

Chicago, IL

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CRD#: 5829684

Professional summary

Louis James Fetch, who also goes by James Louis Fetch, Louie James Fetch, Louis Fetch, is a registered financial advisor currently at CLIFFORD CAPITAL PARTNERS, LLC located in Chicago, Illinois and FORESIDE FUND SERVICES, LLC located in Portland, Maine.

Louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Louis has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Louis Fetch | Louie James Fetch | Louis Fetch

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Clifford Capital Partners, LLC; Investment Related; Alpine, UT; Sales/Marketing; VP, Advisory Services; Start 05/2021; 175 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis James Fetch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 11, 2021 - Present

CLIFFORD CAPITAL PARTNERS, LLC

RIA

CRD#: 153956

Chicago, IL

Current

January 12, 2022 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

CRD#: 46106

Portland, ME

Past

May 28, 2021 - December 31, 2021

FIRST DOMINION CAPITAL CORP.

CRD#: 16330

RICHMOND, VA

Past

August 21, 2015 - June 7, 2021

WILLIAM BLAIR

RIA

CRD#: 1252

CHICAGO, IL

Past

August 20, 2015 - June 7, 2021

WILLIAM BLAIR

CRD#: 1252

CHICAGO, IL

Past

October 25, 2013 - August 4, 2015

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

DOWNERS GROVE, IL

Past

October 25, 2013 - August 4, 2015

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

DOWNERS GROVE, IL

Past

May 9, 2011 - October 7, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CINCINNATI, OH

Past

September 10, 2010 - October 7, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLIFFORD CAPITAL PARTNERS, LLC

CRD#: 153956 / SEC#: 801-78911

RIA

Registered Investment Advisory firm - (1/17/2014 Approved)

Illinois

Registered Investment Advisory firm - (1/17/2014 Terminated)

Oregon

Registered Investment Advisory firm - (1/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (1/28/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Illinois
(6/11/2021)

Illinois
(1/12/2022)

New York
(3/21/2025)

IAR

Utah
(6/11/2021)

Utah
(1/12/2022)

Wisconsin
(3/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/6/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CLIFFORD CAPITAL PARTNERS, LLC

CRD#: 153956 / SEC#: 801-78911

RIA

Registered Investment Advisory firm - (1/17/2014 Approved)

Illinois

Registered Investment Advisory firm - (1/17/2014 Terminated)

Oregon

Registered Investment Advisory firm - (1/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (1/28/2014 Terminated)

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Contact information

Main Address

363 S. Main Street Suite #101, Alpine, UT 84004

Mailing Address

Phone number

(385) 387-1212

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLIFFORD CAPITAL PARTNERS ADV 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	201
AUM (Assets Under Management)	$ 496,594,210

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Louis J. Fetch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis James Fetch's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

FIRST DOMINION CAPITAL CORP.

WILLIAM BLAIR

WILLIAM BLAIR

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

CLIFFORD CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/9/2010

FINRA

Current Firm

CLIFFORD CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLIFFORD CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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