BENEFIT FIDUCIARY GROUP LLC

RIASEC RegisteredEst. 2018

Total AUM

$529M

Discretionary

$205M

39% of AUM

Avg account

$11.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 291252
Registered since: May 7, 2018
Custodians: THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC, T. ROWE PRICE INVESTMENT SERVICES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Benefit Fiduciary Group LLC is a fee-based registered adviser that combines portfolio management and pension consulting services for institutional clients and small businesses. Since its SEC registration in 2018, the firm has structured its advice around managed portfolios built primarily with pooled public funds rather than direct-stock concentrated strategies. Compensation is drawn from a percentage-of-assets model supplemented by hourly consulting fees, which aligns the firm toward scalable, fund-centric solutions. The firm does not position itself as an ESG-focused investor and operates with a mix of discretionary and non‑discretionary mandates. Its client work includes ongoing portfolio oversight as well as consulting projects for retirement plans, suggesting a blend of ongoing wealth management and advisory engagements.