FIDUCIARY CAPITAL, INC.

Overview

Fiduciary Capital, Inc. is an independent registered investment adviser operating under individual ownership and focused on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it functions as a capital allocator—placing client assets with third-party managers where appropriate. Its fee arrangements include percentage-of-AUM billing alongside hourly and other fee structures. Filings indicate Fiduciary Capital is not an active ESG investor. The snapshot classifies the adviser as a single-state registrant, though office records show a presence in multiple states (see Location & Offices).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices